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 Q1	$411K	Buy	+8,142	New	+$412K	0.38%	59

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 $170M AUM 17.06% 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

Tortuga Wealth Management's CALI Position: Q1 2026 in Review

Tortuga Wealth Management opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026: 8,142 shares worth $411K. The stake represents 0.38% of the portfolio and ranks #59 among its holdings.

91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Tortuga Wealth Management held 8,142 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $411K as of Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Tortuga Wealth Management position in Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.38% of Tortuga Wealth Management's portfolio in Q1 2026, its #59 holding.
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 Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.