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

Members 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 Q3	$1.18M	Sell	23,696 -114	-0.5%	-$5.73K	0.59%	34
2026 Q2	$1.2M	Buy	23,810 +3,938	+20%	+$199K	0.66%	32
2026 Q1	$1M	Buy	19,872 +971	+5%	+$49.1K	0.6%	35
2025 Q4	$956K	Buy	18,901 +3,254	+21%	+$164K	0.6%	34
2025 Q3	$791K	Buy	+15,647	New	+$790K	0.5%	40
2025 Q1	$421K	Hold	8,368	–	–	0.32%	58
2024 Q4	$420K	Buy	+8,368	New	+$421K	0.31%	61
2024 Q2	$787K	Buy	+15,635	New	+$784K	0.53%	39

Other funds holding CALI

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Members Wealth's CALI Position: Q3 2026 in Review

Members Wealth reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 0.48% in Q3 2026, selling an estimated $5.73K and leaving 23,696 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #34.

Members Wealth first reported a position in CALI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2026. 36 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Members Wealth held 23,696 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.18M as of Q3 2026.
Members Wealth sold 114 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $5.73K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.59% of Members Wealth's portfolio in Q3 2026, its #34 holding.
Members Wealth first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.2M in Q2 2026.
36 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.