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

SOL Capital 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	–	Sell	-15,250	Closed	-$770K	–	324
2025 Q4	$770K	Sell	15,250 -6,150	-29%	-$311K	0.07%	198
2025 Q3	$1.08M	Hold	21,400	–	–	0.1%	167
2025 Q2	$1.08M	Buy	+21,400	New	+$1.07M	0.1%	164

Other funds holding CALI

LPL Financial San Diego, California $445B AUM 25.58% 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 $172M AUM

Jane Street New York $1.21T AUM 78.12% 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 $381M AUM 25.37% 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 $1.66B AUM 25.23% 1-Year Est. Return

SOL Capital Management's CALI Position: Q1 2026 in Review

SOL Capital Management sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 15,250 shares — an estimated $770K sold.

SOL Capital Management first reported a position in CALI in Q2 2025 and held it in 3 quarters. The position peaked at $1.08M in Q3 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

SOL Capital Management reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 15,250 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $770K.
SOL Capital Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and held it in 3 quarters.
SOL Capital Management's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.08M in Q3 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 SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.