Shared Vision Wealth Group’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Shared Vision Wealth Group’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	$1.05M	Hold	20,687	–	–	0.36%	46
2026 Q1	$1.04M	Buy	20,687 +6,894	+50%	+$349K	0.43%	39
2025 Q4	$698K	Buy	13,793 +6,888	+100%	+$348K	0.28%	50
2025 Q3	$349K	Buy	+6,905	New	+$349K	0.15%	71

Other funds holding CALI

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 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

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

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

Shared Vision Wealth Group's CALI Position: Q2 2026 in Review

Shared Vision Wealth Group held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 20,687 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #46.

Shared Vision Wealth Group first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Shared Vision Wealth Group held 20,687 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.05M as of Q2 2026.
Shared Vision Wealth Group left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.36% of Shared Vision Wealth Group's portfolio in Q2 2026, its #46 holding.
Shared Vision Wealth Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
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 Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.