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CALICALI
Showing 8 of 9 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

NewEdge Advisors, LLC holds 7,959 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $402,208 as of 2026-Q2. The position was decreased (-9.2% shares). CALI represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$402,208

Current Shares

7,959

Total Value Change

-$977,957

Total Shares Change

-19,371

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,959
-9.2%
$402,2080.0%$50.43
0
2026-Q1
Increased
8,762
+0.9%
$441,8770.0%$50.01
24
2025-Q4
Increased
8,680
+0.6%
$437,9930.0%$49.86
24
2025-Q3
Decreased
8,631
-53.6%
$437,3330.0%$49.61
0
2025-Q2
Increased
18,597
+10.2%
$938,2190.0%$49.09
28
2025-Q1
Decreased
16,871
-3.3%
$849,6240.0%$48.67
0
2024-Q4
Decreased
17,442
-36.2%
$874,8910.0%$48.28
0
2024-Q3
Increased
27,330
+25.3%
$1.4M0.0%$48.10
31

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

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