NWF Advisory Services’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

NWF Advisory Services’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	$271K	Hold	5,358	–	–	0.03%	328
2026 Q1	$270K	Hold	5,358	–	–	0.03%	309
2025 Q4	$270K	Hold	5,358	–	–	0.03%	306
2025 Q3	$271K	Hold	5,358	–	–	0.03%	312
2025 Q2	$270K	Buy	+5,358	New	+$269K	0.03%	312

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

NWF Advisory Services's CALI Position: Q2 2026 in Review

NWF Advisory Services held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 5,358 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #328.

NWF Advisory Services first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $271K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

NWF Advisory Services held 5,358 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $271K as of Q2 2026.
NWF Advisory Services left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #328 holding.
NWF Advisory Services 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.
NWF Advisory Services's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $271K in Q3 2025.
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 NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.