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CALI

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

NewEdge 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 		$402K Sell
7,959
-803
-9% -$40.5K ﹤0.01% 2285
2026
Q1 		$442K Buy
8,762
+82
+0.9% +$4.15K ﹤0.01% 2090
2025
Q4 		$438K Buy
8,680
+49
+0.6% +$2.48K ﹤0.01% 2069
2025
Q3 		$437K Sell
8,631
-9,966
-54% -$503K ﹤0.01% 1913
2025
Q2 		$938K Buy
18,597
+1,726
+10% +$86.7K ﹤0.01% 1328
2025
Q1 		$850K Sell
16,871
-571
-3% -$28.7K 0.01% 1273
2024
Q4 		$875K Sell
17,442
-9,888
-36% -$498K 0.01% 1231
2024
Q3 		$1.38M Buy
27,330
+5,524
+25% +$278K 0.01% 960
2024
Q2 		$1.09M Buy
+21,806
New +$1.09M 0.01% 1023

Other funds holding CALI

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

NewEdge Advisors's CALI Position: Q2 2026 in Review

NewEdge Advisors reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 9.2% in Q2 2026, selling an estimated $40.5K and leaving 7,959 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

NewEdge Advisors first reported a position in CALI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2024. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • NewEdge Advisors held 7,959 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $402K as of Q2 2026.
  • NewEdge Advisors sold 803 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $40.5K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2285 holding.
  • NewEdge Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.38M in Q3 2024.
  • 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.