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

Strategic Wealth Partners’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	$49.9K	Buy	990 +494	+100%	+$25K	﹤0.01%	518
2025 Q4	$25K	Hold	496	–	–	﹤0.01%	649
2025 Q3	$25.1K	Hold	496	–	–	﹤0.01%	685
2025 Q2	$25K	Buy	+496	New	+$24.9K	﹤0.01%	612

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

Strategic Wealth Partners's CALI Position: Q1 2026 in Review

Strategic Wealth Partners increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 100% in Q1 2026, buying an estimated $25K and bringing the position to 990 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Strategic Wealth Partners first reported a position in CALI in Q2 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Strategic Wealth Partners held 990 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $49.9K as of Q1 2026.
Strategic Wealth Partners bought 494 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $25K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #518 holding.
Strategic Wealth Partners first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 4 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.