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

Ridgecrest Wealth Partners’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	–	Sell	-4,000	Closed	-$202K	–	109
2025 Q4	$202K	Sell	4,000 -750	-16%	-$37.9K	0.11%	100
2025 Q3	$241K	Buy	+4,750	New	+$240K	0.11%	104

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

Ridgecrest Wealth Partners's CALI Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 4,000 shares — an estimated $202K sold.

Ridgecrest Wealth Partners first reported a position in CALI in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Ridgecrest Wealth Partners reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 4,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $202K.
Ridgecrest Wealth Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and held it in 2 quarters.
Ridgecrest Wealth Partners's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $241K in Q3 2025.
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 Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.