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CALICALI
7 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

OSAIC HOLDINGS, INC. holds 27,478 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $1.4M as of 2026-Q2. The position was increased (+45.3% shares). CALI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.4M

Current Shares

27,478

Total Value Change

+$1.1M

Total Shares Change

+20,817

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,478
+45.3%
$1.4M0.0%$50.43
35
2026-Q1
Increased
18,907
+205.2%
$953,4880.0%$50.01
40
2025-Q4
Decreased
6,196
-55.8%
$312,6580.0%$49.86
0
2025-Q3
Increased
14,011
+9.8%
$709,2300.0%$49.61
27
2025-Q2
Increased
12,756
+34.5%
$643,5370.0%$49.09
32
2025-Q1
Increased
9,485
+42.4%
$477,6620.0%$48.67
32
2024-Q4
New
6,661
-
$334,1150.0%$48.28
33

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

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