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

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return