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

Mutual Advisors’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	$848K	Buy	16,787 +1,703	+11%	+$85.9K	0.02%	711
2026 Q1	$761K	Buy	15,084 +10,084	+202%	+$510K	0.02%	698
2025 Q4	$252K	Hold	5,000	–	–	0.01%	1163
2025 Q3	$253K	Hold	5,000	–	–	0.01%	1126
2025 Q2	$252K	Hold	5,000	–	–	0.01%	1044
2025 Q1	$251K	Hold	5,000	–	–	0.01%	952
2024 Q4	$251K	Hold	5,000	–	–	0.01%	946
2024 Q3	$252K	Buy	+5,000	New	+$252K	0.01%	971

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

Mutual Advisors's CALI Position: Q2 2026 in Review

Mutual Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 11% in Q2 2026, buying an estimated $85.9K and bringing the position to 16,787 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #711.

Mutual Advisors first reported a position in CALI in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Mutual Advisors held 16,787 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $848K as of Q2 2026.
Mutual Advisors bought 1,703 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $85.9K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #711 holding.
Mutual Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 8 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.