PFM
CALI

Peak Financial Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Peak Financial Management’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 		$222K Hold
4,400
– – 0.05% 106
2026
Q1 		$222K Hold
4,400
– – 0.06% 93
2025
Q4 		$222K Hold
4,400
– – 0.06% 93
2025
Q3 		$223K Buy
+4,400
New +$222K 0.06% 91

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

Peak Financial Management's CALI Position: Q2 2026 in Review

Peak Financial Management held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 4,400 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #106.

Peak Financial Management first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Peak Financial Management held 4,400 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $222K as of Q2 2026.
  • Peak Financial Management 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 0.05% of Peak Financial Management's portfolio in Q2 2026, its #106 holding.
  • Peak Financial Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Peak Financial Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $223K 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 Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.