Wealth Architects
CALI icon

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

Wealth Architects’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
Q3 		$242K Buy
+4,852
New +$244K 0.02% 227

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Archvest Wealth Advisors
Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
NDWM LLC
NDWM LLC La Jolla, California $174M AUM 9.87% 1-Year Est. Return
Shah Wealth Advisors
Shah Wealth Advisors Chino Hills, California $503M AUM
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Architects's CALI Position: Q3 2026 in Review

Wealth Architects opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q3 2026: 4,852 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

72 funds tracked by Wall St. Rank hold CALI as of Q3 2026.

  • Wealth Architects held 4,852 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $242K as of Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Wealth Architects position in Q3 2026.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #227 holding.
  • 72 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.