SAI
CALI

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
Q2 		$601K Sell
11,884
-19,835
-63% -$1M 0.01% 715
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Savvy Advisors Inc's CALI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 63% in Q2 2026, selling an estimated $1M and leaving 11,884 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #715.

Savvy Advisors Inc first reported a position in CALI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Savvy Advisors Inc held 11,884 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $601K as of Q2 2026.
  • Savvy Advisors Inc sold 19,835 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $1M.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #715 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 10 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.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.