Osaic Holdings
CALI

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

Osaic Holdings’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 		$1.39M Buy
27,478
+8,571
+45% +$432K ﹤0.01% 2666
2026
Q1 		$953K Buy
18,907
+12,711
+205% +$643K ﹤0.01% 2753
2025
Q4 		$313K Sell
6,196
-7,815
-56% -$395K ﹤0.01% 3772
2025
Q3 		$709K Buy
14,011
+1,255
+10% +$63.4K ﹤0.01% 3111
2025
Q2 		$644K Buy
12,756
+3,271
+34% +$164K ﹤0.01% 2899
2025
Q1 		$478K Buy
9,485
+2,824
+42% +$142K ﹤0.01% 2921
2024
Q4 		$334K Buy
+6,661
New +$335K ﹤0.01% 3159

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

Osaic Holdings's CALI Position: Q2 2026 in Review

Osaic Holdings increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 45% in Q2 2026, buying an estimated $432K and bringing the position to 27,478 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Osaic Holdings first reported a position in CALI in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Osaic Holdings held 27,478 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.39M as of Q2 2026.
  • Osaic Holdings bought 8,571 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $432K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2666 holding.
  • Osaic Holdings first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.