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CALICALI
4 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

Cerity Partners LLC holds 26,194 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $1.3M as of 2026-Q2. The position was increased (+71.2% shares). CALI represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$1.3M

Current Shares

26,194

Total Value Change

+$1M

Total Shares Change

+20,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,194
+71.2%
$1.3M0.0%$50.43
38
2026-Q1
New
15,302
-
$771,5980.0%$50.01
34
2025-Q4
Exited
0
-100.0%
$00.0%$49.86
0
2025-Q3
New
6,081
-
$308,1250.0%$49.61
32

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

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