SSW
CALI

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
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

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

Stone Summit Wealth's CALI Position: Q2 2026 in Review

Stone Summit Wealth reduced its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 29% in Q2 2026, selling an estimated $101K and leaving 4,916 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #136.

Stone Summit Wealth first reported a position in CALI in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q1 2026. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Stone Summit Wealth held 4,916 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $248K as of Q2 2026.
  • Stone Summit Wealth sold 2,001 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $101K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.06% of Stone Summit Wealth's portfolio in Q2 2026, its #136 holding.
  • Stone Summit Wealth first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Stone Summit Wealth's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $349K in Q1 2026.
  • 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 Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.