RPSA
CALI

Richard P. Slaughter Associates’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Richard P. Slaughter Associates’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 		$576K Sell
11,389
-3,326
-23% -$168K 0.11% 69
2026
Q1 		$742K Buy
14,715
+1,576
+12% +$79.7K 0.16% 61
2025
Q4 		$663K Sell
13,139
-1,278
-9% -$64.6K 0.14% 66
2025
Q3 		$731K Buy
14,417
+2,894
+25% +$146K 0.16% 67
2025
Q2 		$581K Sell
11,523
-839
-7% -$42.1K 0.12% 79
2025
Q1 		$623K Buy
12,362
+3,400
+38% +$171K 0.15% 80
2024
Q4 		$450K Buy
8,962
+1,083
+14% +$54.5K 0.1% 109
2024
Q3 		$398K Buy
+7,879
New +$397K 0.09% 120

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

Richard P. Slaughter Associates's CALI Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 23% in Q2 2026, selling an estimated $168K and leaving 11,389 shares worth $576K. The position accounts for 0.11% of the portfolio, ranked #69.

Richard P. Slaughter Associates first reported a position in CALI in Q3 2024 and has held it in 8 quarters since. The position peaked at $742K in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Richard P. Slaughter Associates held 11,389 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $576K as of Q2 2026.
  • Richard P. Slaughter Associates sold 3,326 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $168K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.11% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #69 holding.
  • Richard P. Slaughter Associates first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
  • Richard P. Slaughter Associates's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $742K in Q1 2026.
  • 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 Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.