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
2026 Q2	$1.57M	Buy	31,020 +8,071	+35%	+$407K	0.39%	65
2026 Q1	$1.16M	Buy	22,949 +7,783	+51%	+$394K	0.32%	72
2025 Q4	$765K	Buy	15,166 +2,060	+16%	+$104K	0.2%	98
2025 Q3	$664K	Buy	13,106 +2,127	+19%	+$107K	0.17%	110
2025 Q2	$554K	Buy	10,979 +25	+0.2%	+$1.26K	0.17%	109
2025 Q1	$552K	Sell	10,954 -577	-5%	-$29K	0.19%	101
2024 Q4	$578K	Buy	11,531 +231	+2%	+$11.6K	0.19%	97
2024 Q3	$571K	Buy	11,300 +4,433	+65%	+$223K	0.19%	100
2024 Q2	$345K	Buy	6,867 +1,729	+34%	+$86.7K	0.13%	125
2024 Q1	$258K	Buy	+5,138	New	+$258K	0.11%	144

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

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

TriaGen Wealth Management increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 35% in Q2 2026, buying an estimated $407K and bringing the position to 31,020 shares worth $1.57M. The position accounts for 0.39% of the portfolio, ranked #65.

TriaGen Wealth Management first reported a position in CALI in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

TriaGen Wealth Management held 31,020 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.57M as of Q2 2026.
TriaGen Wealth Management bought 8,071 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $407K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.39% of TriaGen Wealth Management's portfolio in Q2 2026, its #65 holding.
TriaGen Wealth Management first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2024 and has held it in 10 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 TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.