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CALICALI
4 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

RWA WEALTH PARTNERS, LLC holds 8,153 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $412,012 as of 2026-Q2. The position was decreased (-8.9% shares). CALI represents 0.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$412,012

Current Shares

8,153

Total Value Change

+$15,925

Total Shares Change

+336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,153
-8.9%
$412,0120.0%$50.43
0
2026-Q1
Decreased
8,946
-1.7%
$451,1470.0%$50.01
0
2025-Q4
Increased
9,104
+16.5%
$459,3880.0%$49.86
28
2025-Q3
New
7,817
-
$396,0870.0%$49.61
33

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

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