Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

CALICALI
6 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 8,519 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $430,520 as of 2026-Q2. The position was increased (+21.4% shares). CALI represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$430,520

Current Shares

8,519

Total Value Change

+$134,520

Total Shares Change

+2,640

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,519
+21.4%
$430,5200.0%$50.43
29
2026-Q1
Increased
7,016
+16.7%
$353,8100.0%$50.01
27
2025-Q4
Increased
6,014
+0.1%
$303,4700.0%$49.86
23
2025-Q3
Decreased
6,009
-12.8%
$305,0000.0%$49.61
0
2025-Q2
Increased
6,888
+17.2%
$348,0000.0%$49.09
28
2025-Q1
New
5,879
-
$296,0000.0%$48.67
32

Other major holders of CALI: LPL Financial LLC, BlackRock Finance, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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