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

Mariner’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	$675K	Sell	13,360 -20,648	-61%	-$1.04M	﹤0.01%	2258
2026 Q1	$1.72M	Sell	34,008 -418	-1%	-$21.1K	﹤0.01%	1608
2025 Q4	$1.74M	Buy	34,426 +15,853	+85%	+$801K	﹤0.01%	1577
2025 Q3	$941K	Buy	18,573 +3,250	+21%	+$164K	﹤0.01%	1957
2025 Q2	$773K	Buy	+15,323	New	+$770K	﹤0.01%	1993

Other funds holding CALI

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 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

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

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

Mariner's CALI Position: Q2 2026 in Review

Mariner reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 61% in Q2 2026, selling an estimated $1.04M and leaving 13,360 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Mariner first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Mariner held 13,360 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $675K as of Q2 2026.
Mariner sold 20,648 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $1.04M.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2258 holding.
Mariner first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
Mariner's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.74M in Q4 2025.
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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.