SFS
CALI

Sunrise Financial Services’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Sunrise Financial Services’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 		$53.1K Hold
1,050
– – 0.03% 111
2026
Q1 		$53K Buy
1,050
+50
+5% +$2.53K 0.04% 112
2025
Q4 		$50.5K Buy
+1,000
New +$50.5K 0.04% 98

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

Sunrise Financial Services's CALI Position: Q2 2026 in Review

Sunrise Financial Services held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 1,050 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #111.

Sunrise Financial Services first reported a position in CALI in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Sunrise Financial Services held 1,050 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $53.1K as of Q2 2026.
  • Sunrise Financial Services left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #111 holding.
  • Sunrise Financial Services 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.
  • 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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.