SAI
CALI
Savvy Advisors Inc’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$41.8K | 0.04% | 312 |
|
|
2024
Q3 | $304K | Buy |
6,027
+16
| +0.3% | +$808 | 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 |
|