LPL Financial
CALI

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

LPL Financial’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 		$17.5M Buy
345,438
+101,055
+41% +$5.1M ﹤0.01% 1674
2026
Q1 		$12.3M Buy
244,383
+71,625
+41% +$3.62M ﹤0.01% 1825
2025
Q4 		$8.72M Buy
172,758
+31,984
+23% +$1.62M ﹤0.01% 2050
2025
Q3 		$7.13M Buy
140,774
+37,851
+37% +$1.91M ﹤0.01% 2181
2025
Q2 		$5.19M Buy
102,923
+82,708
+409% +$4.15M ﹤0.01% 2272
2025
Q1 		$1.02M Buy
+20,215
New +$1.02M ﹤0.01% 3550

Other funds holding CALI

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
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's CALI Position: Q2 2026 in Review

LPL Financial increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 41% in Q2 2026, buying an estimated $5.1M and bringing the position to 345,438 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

LPL Financial first reported a position in CALI in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • LPL Financial held 345,438 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $17.5M as of Q2 2026.
  • LPL Financial bought 101,055 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $5.1M.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1674 holding.
  • LPL Financial first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 6 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.