Perennial Investment Advisors’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Perennial Investment 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	$987K	Buy	19,575 +7,021	+56%	+$355K	0.08%	194
2025 Q4	$634K	Buy	+12,554	New	+$634K	0.05%	248

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B 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

FAT

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

Perennial Investment Advisors's CALI Position: Q1 2026 in Review

Perennial Investment Advisors increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 56% in Q1 2026, buying an estimated $355K and bringing the position to 19,575 shares worth $987K. The position accounts for 0.08% of the portfolio, ranked #194.

Perennial Investment Advisors first reported a position in CALI in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Perennial Investment Advisors held 19,575 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $987K as of Q1 2026.
Perennial Investment Advisors bought 7,021 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $355K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #194 holding.
Perennial Investment Advisors first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.