Smartleaf Asset Management’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Smartleaf Asset 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 Q1	$71.9K	Buy	1,426 +324	+29%	+$16.4K	﹤0.01%	1272
2025 Q4	$55.6K	Buy	1,102 +353	+47%	+$17.8K	﹤0.01%	1495
2025 Q3	$37.9K	Buy	+749	New	+$37.8K	﹤0.01%	1528

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 $154M AUM 13.77% 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

Smartleaf Asset Management's CALI Position: Q1 2026 in Review

Smartleaf Asset Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 29% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,426 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Smartleaf Asset Management first reported a position in CALI in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Smartleaf Asset Management held 1,426 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $71.9K as of Q1 2026.
Smartleaf Asset Management bought 324 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $16.4K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1272 holding.
Smartleaf Asset Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
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 Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.