Stone Summit Wealth’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Stone Summit Wealth’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 Q3	–	Sell	-4,916	Closed	-$248K	–	145
2026 Q2	$248K	Sell	4,916 -2,001	-29%	-$101K	0.06%	136
2026 Q1	$349K	Buy	6,917 +1,083	+19%	+$54.8K	0.1%	114
2025 Q4	$294K	Buy	+5,834	New	+$295K	0.08%	125

Other funds holding CALI

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Stone Summit Wealth's CALI Position: Q3 2026 in Review

Stone Summit Wealth sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026, closing a stake of 4,916 shares — an estimated $248K sold.

Stone Summit Wealth first reported a position in CALI in Q4 2025 and held it in 3 quarters. The position peaked at $349K in Q1 2026. 34 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Stone Summit Wealth reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q3 2026 after selling out during the quarter.
Stone Summit Wealth sold 4,916 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $248K.
Stone Summit Wealth first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and held it in 3 quarters.
Stone Summit Wealth's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $349K in Q1 2026.
34 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.