Integrated Advisors Network’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Integrated Advisors Network’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	$296K	Hold	5,946	–	–	0.01%	564
2026 Q2	$300K	Hold	5,946	–	–	0.01%	564
2026 Q1	$300K	Hold	5,946	–	–	0.02%	560
2025 Q4	$300K	Hold	5,946	–	–	0.01%	599
2025 Q3	$301K	Buy	+5,946	New	+$300K	0.01%	628

Other funds holding CALI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

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

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return

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

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

NDWM LLC La Jolla, California $174M AUM 9.87% 1-Year Est. Return

Shah Wealth Advisors Chino Hills, California $503M AUM

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Integrated Advisors Network's CALI Position: Q3 2026 in Review

Integrated Advisors Network held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q3 2026 at 5,946 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #564.

Integrated Advisors Network first reported a position in CALI in Q3 2025 and has held it in 5 quarters since. The position peaked at $301K in Q3 2025. 88 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Integrated Advisors Network held 5,946 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $296K as of Q3 2026.
Integrated Advisors Network left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q3 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #564 holding.
Integrated Advisors Network first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 5 quarters since.
Integrated Advisors Network's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $301K in Q3 2025.
88 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.