TC
CALI

Trilogy Capital’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Trilogy Capital’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 		$228K Buy
+4,520
New +$228K 0.01% 378

Other funds holding CALI

LPL Financial
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
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
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
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

Trilogy Capital's CALI Position: Q2 2026 in Review

Trilogy Capital opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026: 4,520 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Trilogy Capital held 4,520 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $228K as of Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Trilogy Capital position in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #378 holding.
  • 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 Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.