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

Integrated Wealth Concepts’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
2025 Q2	$793K	Sell
2025 Q1	$1.08M	Buy
2024 Q4	$945K	Buy
2024 Q3	$250K	Buy