JBA
CALI

Johnson Bixby & Associates’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Johnson Bixby & Associates’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
Q4 		– Sell
-19,922
Closed -$1.01M – 130
2025
Q3 		$1.01M Hold
19,922
– – 0.13% 49
2025
Q2 		$1.01M Buy
+19,922
New +$1M 0.14% 47

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Johnson Bixby & Associates's CALI Position: Q4 2025 in Review

Johnson Bixby & Associates sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q4 2025, closing a stake of 19,922 shares — an estimated $1.01M sold.

Johnson Bixby & Associates first reported a position in CALI in Q2 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 78 funds tracked by Wall St. Rank hold CALI as of Q4 2025.

  • Johnson Bixby & Associates reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 19,922 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q4 2025, an estimated $1.01M.
  • Johnson Bixby & Associates first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and held it in 2 quarters.
  • Johnson Bixby & Associates's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.01M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q4 2025.

Based on Johnson Bixby & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.