Tru Independence Asset Management 2’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Tru Independence Asset Management 2’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 Q1	$461K	Hold	9,137	–	–	0.28%	59
2025 Q4	$461K	Hold	9,137	–	–	0.29%	59
2025 Q3	$463K	Sell	9,137 -466	-5%	-$23.5K	0.3%	63
2025 Q2	$484K	Buy	9,603 +466	+5%	+$23.4K	0.33%	56
2025 Q1	$460K	Hold	9,137	–	–	0.34%	57
2024 Q4	$458K	Hold	9,137	–	–	0.38%	51
2024 Q3	$461K	Buy	+9,137	New	+$460K	0.39%	44

Other funds holding CALI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DWM

DeLarme Wealth Management Palos Verdes Estates, California $155M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NDWM LLC La Jolla, California $154M AUM 13.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Sweeney & Michel Chico, California $340M AUM 20.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Tru Independence Asset Management 2's CALI Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q1 2026 at 9,137 shares worth $461K. The position accounts for 0.28% of the portfolio, ranked #59.

Tru Independence Asset Management 2 first reported a position in CALI in Q3 2024 and has held it in 7 quarters since. The position peaked at $484K in Q2 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

Tru Independence Asset Management 2 held 9,137 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $461K as of Q1 2026.
Tru Independence Asset Management 2 left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q1 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.28% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #59 holding.
Tru Independence Asset Management 2 first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2024 and has held it in 7 quarters since.
Tru Independence Asset Management 2's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $484K in Q2 2025.
91 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.