PWM
CALI

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

Perigon Wealth 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 		$1.16M Sell
23,050
-1,250
-5% -$63K 0.02% 543
2026
Q1 		$1.23M Hold
24,300
– – 0.02% 473
2025
Q4 		$1.23M Buy
24,300
+10,670
+78% +$539K 0.02% 483
2025
Q3 		$691K Buy
13,630
+8,625
+172% +$436K 0.01% 628
2025
Q2 		$253K Buy
+5,005
New +$251K 0.01% 907

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

Perigon Wealth Management's CALI Position: Q2 2026 in Review

Perigon Wealth Management reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 5.1% in Q2 2026, selling an estimated $63K and leaving 23,050 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #543.

Perigon Wealth Management first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Perigon Wealth Management held 23,050 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.16M as of Q2 2026.
  • Perigon Wealth Management sold 1,250 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $63K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Perigon Wealth Management 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.
  • Perigon Wealth Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.23M in Q4 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.