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CALI

Union Savings Bank’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Union Savings Bank’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 		$149K Hold
2,954
– – 0.06% 150
2026
Q1 		$149K Sell
2,954
-3,977
-57% -$201K 0.07% 147
2025
Q4 		$350K Buy
+6,931
New +$350K 0.15% 97
2025
Q2 		$331K Buy
6,554
+1,662
+34% +$83.5K 0.15% 102
2025
Q1 		$246K Buy
+4,892
New +$246K 0.12% 114

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

Union Savings Bank's CALI Position: Q2 2026 in Review

Union Savings Bank held its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) position steady in Q2 2026 at 2,954 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #150.

Union Savings Bank first reported a position in CALI in Q1 2025 and has held it in 5 quarters since. The position peaked at $350K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Union Savings Bank held 2,954 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $149K as of Q2 2026.
  • Union Savings Bank left its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.06% of Union Savings Bank's portfolio in Q2 2026, its #150 holding.
  • Union Savings Bank first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Union Savings Bank's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $350K in Q4 2025.
  • 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 Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.