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

TriaGen 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
2025 Q3	$664K	Buy
2025 Q2	$554K	Buy
2025 Q1	$552K	Sell
2024 Q4	$578K	Buy
2024 Q3	$571K	Buy
2024 Q2	$345K	Buy
2024 Q1	$258K	Buy