TriaGen 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
10,979
+25
| +0.2% | +$1.26K | 0.17% | 109 |
|
|
2025
Q1 | $552K | Sell |
10,954
-577
| -5% | -$29.1K | 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% | +$224K | 0.19% | 100 |
|
|
2024
Q2 | $345K | Buy |
6,867
+1,729
| +34% | +$86.8K | 0.13% | 125 |
|
|
2024
Q1 | $258K | Buy |
+5,138
| New | +$258K | 0.11% | 144 |
|