MKA
CALI

M. Kulyk & Associates’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

M. Kulyk & 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
2026
Q2 		$1.52M Buy
30,138
+15,212
+102% +$767K 0.25% 51
2026
Q1 		$753K Buy
+14,926
New +$755K 0.14% 61

Other funds holding CALI

LPL Financial
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
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

M. Kulyk & Associates's CALI Position: Q2 2026 in Review

M. Kulyk & Associates increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 102% in Q2 2026, buying an estimated $767K and bringing the position to 30,138 shares worth $1.52M. The position accounts for 0.25% of the portfolio, ranked #51.

M. Kulyk & Associates first reported a position in CALI in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • M. Kulyk & Associates held 30,138 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.52M as of Q2 2026.
  • M. Kulyk & Associates bought 15,212 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $767K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.25% of M. Kulyk & Associates's portfolio in Q2 2026, its #51 holding.
  • M. Kulyk & Associates first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and has held it in 2 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 M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.