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
2026 Q2	$2.95M	Buy	58,359 +5,452	+10%	+$275K	0.01%	782
2026 Q1	$2.67M	Buy	+52,907	New	+$2.68M	0.02%	649
2025 Q4	–	Sell	-45,370	Closed	-$2.3M	–	2075
2025 Q3	$2.3M	Buy	45,370 +29,658	+189%	+$1.5M	0.02%	620
2025 Q2	$793K	Sell	15,712 -5,729	-27%	-$288K	0.01%	1044
2025 Q1	$1.08M	Buy	21,441 +2,599	+14%	+$131K	0.01%	795
2024 Q4	$945K	Buy	18,842 +13,885	+280%	+$699K	0.01%	842
2024 Q3	$250K	Buy	+4,957	New	+$250K	﹤0.01%	1453

Other funds holding CALI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

DWM

DeLarme Wealth Management Palos Verdes Estates, California $172M AUM

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Integrated Wealth Concepts's CALI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 10% in Q2 2026, buying an estimated $275K and bringing the position to 58,359 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #782.

Integrated Wealth Concepts first reported a position in CALI in Q3 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Integrated Wealth Concepts held 58,359 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $2.95M as of Q2 2026.
Integrated Wealth Concepts bought 5,452 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $275K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #782 holding.
Integrated Wealth Concepts first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 7 quarters since.
107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.