Back to LPL Financial LLC LPL Financial LLC

CALICALI
6 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

LPL Financial LLC holds 345,438 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $17.5M as of 2026-Q2. The position was increased (+41.4% shares). CALI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$17.5M

Current Shares

345,438

Total Value Change

+$16.4M

Total Shares Change

+325,223

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
345,438
+41.4%
$17.5M0.0%$50.43
38
2026-Q1
Increased
244,383
+41.5%
$12.3M0.0%$50.01
37
2025-Q4
Increased
172,758
+22.7%
$8.7M0.0%$49.86
33
2025-Q3
Increased
140,774
+36.8%
$7.1M0.0%$49.61
36
2025-Q2
Increased
102,923
+409.1%
$5.2M0.0%$49.09
44
2025-Q1
New
20,215
-
$1M0.0%$48.67
35

Other major holders of CALI: BlackRock Finance, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used