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

Robertson Stephens 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
Q3 		$3.31M Buy
+66,451
New +$3.34M 0.08% 160

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
First American Trust
First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Archvest Wealth Advisors
Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
NDWM LLC
NDWM LLC La Jolla, California $174M AUM 9.87% 1-Year Est. Return

Robertson Stephens Wealth Management's CALI Position: Q3 2026 in Review

Robertson Stephens Wealth Management opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 66,451 shares worth $3.31M. The stake represents 0.08% of the portfolio and ranks #160 among its holdings.

97 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Robertson Stephens Wealth Management held 66,451 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $3.31M as of Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Robertson Stephens Wealth Management position in Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #160 holding.
  • 97 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.