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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Tortuga Wealth Management's CALI Position: Q2 2026 in Review

Tortuga Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 86% in Q2 2026, buying an estimated $353K and bringing the position to 15,149 shares worth $766K. The position accounts for 0.58% of the portfolio, ranked #45.

Tortuga Wealth Management first reported a position in CALI in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Tortuga Wealth Management held 15,149 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $766K as of Q2 2026.
  • Tortuga Wealth Management bought 7,007 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $353K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.58% of Tortuga Wealth Management's portfolio in Q2 2026, its #45 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 2 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 Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.