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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 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

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