UBS Group
CALI

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

UBS Group’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 		$657K Buy
12,996
+12,978
+72,100% +$655K ﹤0.01% 6066
2026
Q1 		$908 Buy
18
+17
+1,700% +$860 ﹤0.01% 9698
2025
Q4 		$50 Buy
+1
New +$51 ﹤0.01% 10273
2025
Q3 		– Sell
-915
Closed -$46.2K – 11197
2025
Q2 		$46.2K Buy
915
+801
+703% +$40.2K ﹤0.01% 7837
2025
Q1 		$5.74K Sell
114
-49
-30% -$2.47K ﹤0.01% 8962
2024
Q4 		$8.18K Buy
+163
New +$8.2K ﹤0.01% 8424
2024
Q3 		– Sell
-93
Closed -$4.67K – 10221
2024
Q2 		$4.67K Buy
+93
New +$4.66K ﹤0.01% 8062

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

UBS Group's CALI Position: Q2 2026 in Review

UBS Group increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 72,100% in Q2 2026, buying an estimated $655K and bringing the position to 12,996 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #6066.

UBS Group first reported a position in CALI in Q2 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • UBS Group held 12,996 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $657K as of Q2 2026.
  • UBS Group bought 12,978 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $655K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6066 holding.
  • UBS Group first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2024 and has held it in 7 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.