Independent Financial Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Independent Financial Group’s Portfolio CALI Stock Details CALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$752K	Buy	+15,091	New	+$759K	0.01%	797

Other funds holding CALI

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Independent Financial Group's CALI Position: Q3 2026 in Review

Independent Financial Group opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 15,091 shares worth $752K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings.

21 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Independent Financial Group held 15,091 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $752K as of Q3 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Independent Financial Group position in Q3 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #797 holding.
21 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.