Sweeney & Michel’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Sweeney & Michel’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	$4.25M	Buy	84,322 +17,412	+26%	+$878K	1.12%	20
2026 Q1	$3.37M	Buy	66,910 +12,389	+23%	+$627K	0.99%	23
2025 Q4	$2.76M	Buy	54,521 +43,378	+389%	+$2.19M	0.82%	25
2025 Q3	$564K	Buy	11,143 +70	+0.6%	+$3.54K	0.19%	80
2025 Q2	$558K	Buy	11,073 +3,056	+38%	+$153K	0.2%	76
2025 Q1	$401K	Buy	+8,017	New	+$403K	0.18%	86

Other funds holding CALI

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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sweeney & Michel's CALI Position: Q2 2026 in Review

Sweeney & Michel increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 26% in Q2 2026, buying an estimated $878K and bringing the position to 84,322 shares worth $4.25M. The position accounts for 1.12% of the portfolio, ranked #20.

Sweeney & Michel first reported a position in CALI in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Sweeney & Michel held 84,322 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $4.25M as of Q2 2026.
Sweeney & Michel bought 17,412 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $878K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 1.12% of Sweeney & Michel's portfolio in Q2 2026, its #20 holding.
Sweeney & Michel first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 6 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 Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.