RMP
CALI

Richards, Merrill & Peterson’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-1,000
Closed -$50.4K – 496
2025
Q1 		$50.4K Hold
1,000
– – 0.03% 251
2024
Q4 		$50.2K Buy
+1,000
New +$50.3K 0.03% 238

Other funds holding CALI

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Richards, Merrill & Peterson's CALI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2025, closing a stake of 1,000 shares — an estimated $50.4K sold.

Richards, Merrill & Peterson first reported a position in CALI in Q4 2024 and held it in 2 quarters. The position peaked at $50.4K in Q1 2025. 48 funds tracked by Wall St. Rank hold CALI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2025, an estimated $50.4K.
  • Richards, Merrill & Peterson first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $50.4K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.