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

KWB Wealth’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	$1.3M	Buy	25,732 +4,393	+21%	+$222K	0.11%	80
2026 Q1	$1.08M	Hold	21,339	–	–	0.11%	75
2025 Q4	$1.08M	Buy	+21,339	New	+$1.08M	0.1%	74

Other funds holding CALI

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

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

3 Factor Indexing Sacramento, California $118M AUM

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return