Kestra Advisory Services’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,726	Closed	-$87.1K	–	4518
2025 Q4	$87.1K	Buy	+1,726	New	+$87.2K	﹤0.01%	3538
2024 Q3	–	Sell	-7,648	Closed	-$384K	–	2763
2024 Q2	$384K	Buy	+7,648	New	+$383K	﹤0.01%	1955

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DWM

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MMA

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

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Kestra Advisory Services's CALI Position: Q1 2026 in Review

Kestra Advisory Services sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 1,726 shares — an estimated $87.1K sold.

Kestra Advisory Services first reported a position in CALI in Q2 2024 and held it in 2 quarters. The position peaked at $384K in Q2 2024. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Kestra Advisory Services reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,726 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $87.1K.
Kestra Advisory Services first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2024 and held it in 2 quarters.
Kestra Advisory Services's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $384K in Q2 2024.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.