Old Mission Capital’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Old Mission Capital’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	–	Sell	-6,148	Closed	-$310K	–	1425
2026 Q1	$310K	Buy	+6,148	New	+$311K	﹤0.01%	885
2025 Q4	–	Sell	-18,284	Closed	-$926K	–	1361
2025 Q3	$926K	Buy	18,284 +14,314	+361%	+$723K	0.02%	467
2025 Q2	$200K	Buy	+3,970	New	+$199K	﹤0.01%	1006

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

Old Mission Capital's CALI Position: Q2 2026 in Review

Old Mission Capital sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 6,148 shares — an estimated $310K sold.

Old Mission Capital first reported a position in CALI in Q2 2025 and held it in 3 quarters. The position peaked at $926K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Old Mission Capital reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 6,148 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $310K.
Old Mission Capital first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and held it in 3 quarters.
Old Mission Capital's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $926K 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 Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.