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

Valmark Advisers’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	$1.54M	Buy	30,477 +11,087	+57%	+$559K	0.02%	300
2026 Q1	$978K	Buy	19,390 +4,518	+30%	+$229K	0.01%	354
2025 Q4	$750K	Hold	14,872	–	–	0.01%	384
2025 Q3	$754K	Buy	+14,872	New	+$751K	0.01%	372

Other funds holding CALI

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 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

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

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

Valmark Advisers's CALI Position: Q2 2026 in Review

Valmark Advisers increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 57% in Q2 2026, buying an estimated $559K and bringing the position to 30,477 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #300.

Valmark Advisers first reported a position in CALI in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Valmark Advisers held 30,477 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $1.54M as of Q2 2026.
Valmark Advisers bought 11,087 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $559K.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #300 holding.
Valmark Advisers first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and has held it in 4 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 Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.