U.S. Global Investors (USGI)’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

U.S. Global Investors (USGI)’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	–	Sell	-22,000	Closed	-$1.11M	–	156
2025 Q4	$1.11M	Buy	22,000 +20,874	+1,854%	+$1.05M	0.12%	76
2025 Q3	$57.1K	Buy	+1,126	New	+$56.9K	0.01%	136

Other funds holding CALI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DWM

DeLarme Wealth Management Palos Verdes Estates, California $172M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

MMA

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

U.S. Global Investors (USGI)'s CALI Position: Q1 2026 in Review

U.S. Global Investors (USGI) sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2026, closing a stake of 22,000 shares — an estimated $1.11M sold.

U.S. Global Investors (USGI) first reported a position in CALI in Q3 2025 and held it in 2 quarters. The position peaked at $1.11M in Q4 2025. 91 funds tracked by Wall St. Rank hold CALI as of Q1 2026.

U.S. Global Investors (USGI) reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2026 after selling out during the quarter.
U.S. Global Investors (USGI) sold 22,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2026, an estimated $1.11M.
U.S. Global Investors (USGI) first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and held it in 2 quarters.
U.S. Global Investors (USGI)'s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $1.11M in Q4 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 U.S. Global Investors (USGI)'s 13F filing for Q1 2026, filed 1 May 2026.