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

Tortuga Wealth Management’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	$1.1M	Buy	22,143 +6,994	+46%	+$352K	0.78%	30
2026 Q2	$766K	Buy	15,149 +7,007	+86%	+$353K	0.58%	45
2026 Q1	$411K	Buy	+8,142	New	+$412K	0.38%	59

Other funds holding CALI

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

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 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

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

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

Tortuga Wealth Management's CALI Position: Q3 2026 in Review

Tortuga Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 46% in Q3 2026, buying an estimated $352K and bringing the position to 22,143 shares worth $1.1M. The position accounts for 0.78% of the portfolio, ranked #30.

Tortuga Wealth Management first reported a position in CALI in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

Tortuga Wealth Management held 22,143 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.1M as of Q3 2026.
Tortuga Wealth Management bought 6,994 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q3 2026, an estimated $352K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.78% of Tortuga Wealth Management's portfolio in Q3 2026, its #30 holding.
Tortuga Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2026 and has held it in 3 quarters since.
49 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.