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

NDWM LLC’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	$4.49M	Buy	88,772 +4,942	+6%	+$249K	2.64%	13
2026 Q1	$4.23M	Buy	83,830 +18,779	+29%	+$950K	2.74%	10
2025 Q4	$3.28M	Buy	65,051 +4,653	+8%	+$235K	2.17%	9
2025 Q3	$3.06M	Buy	60,398 +23,229	+62%	+$1.17M	2.08%	9
2025 Q2	$1.88M	Buy	+37,169	New	+$1.87M	1.37%	13

Other funds holding CALI

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

MMA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KCM

Kanawha Capital Management Richmond, Virginia $1.54B AUM 21.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

NDWM LLC's CALI Position: Q2 2026 in Review

NDWM LLC increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 5.9% in Q2 2026, buying an estimated $249K and bringing the position to 88,772 shares worth $4.49M. The position accounts for 2.64% of the portfolio, ranked #13.

NDWM LLC first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

NDWM LLC held 88,772 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $4.49M as of Q2 2026.
NDWM LLC bought 4,942 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $249K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 2.64% of NDWM LLC's portfolio in Q2 2026, its #13 holding.
NDWM LLC 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.
40 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on NDWM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.