Savvy Advisors Inc’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Savvy Advisors Inc’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	$1.6M	Sell	31,719 -593	-2%	-$30K	0.04%	319
2025 Q4	$1.63M	Buy	32,312 +27,692	+599%	+$1.4M	0.05%	269
2025 Q3	$234K	Buy	4,620 +593	+15%	+$30K	0.01%	727
2025 Q2	$203K	Hold	4,027	–	–	0.01%	608
2025 Q1	$203K	Sell	4,027 -2,833	-41%	-$143K	0.02%	495
2024 Q4	$344K	Buy	6,860 +833	+14%	+$41.9K	0.04%	312
2024 Q3	$304K	Buy	6,027 +16	+0.3%	+$806	0.06%	254
2024 Q2	$302K	Buy	6,011 +47	+0.8%	+$2.36K	0.1%	210
2024 Q1	$300K	Buy	+5,964	New	+$300K	0.17%	160

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 $170M AUM 17.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Savvy Advisors Inc's CALI Position: Q1 2026 in Review

Savvy Advisors Inc reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 1.8% in Q1 2026, selling an estimated $30K and leaving 31,719 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #319.

Savvy Advisors Inc first reported a position in CALI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Savvy Advisors Inc held 31,719 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.6M as of Q1 2026.
Savvy Advisors Inc sold 593 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $30K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #319 holding.
Savvy Advisors Inc first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.63M in Q4 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.