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

Meridian Wealth Management’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 Q1	$706K	Hold	14,000	–	–	0.02%	425
2025 Q4	$706K	Hold	14,000	–	–	0.02%	415
2025 Q3	$709K	Buy	+14,000	New	+$707K	0.03%	402

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DWM

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Meridian Wealth Management's CALI Position: Q1 2026 in Review

Meridian Wealth Management held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q1 2026 at 14,000 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #425.

Meridian Wealth Management first reported a position in CALI in Q3 2025 and has held it in 3 quarters since. The position peaked at $709K in Q3 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Meridian Wealth Management held 14,000 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $706K as of Q1 2026.
Meridian Wealth Management left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #425 holding.
Meridian Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
Meridian Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $709K in Q3 2025.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.