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CALICALI
8 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

Integrated Wealth Concepts LLC holds 58,359 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $2.9M as of 2026-Q2. The position was increased (+10.3% shares). CALI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.9M

Current Shares

58,359

Total Value Change

+$2.7M

Total Shares Change

+53,402

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
58,359
+10.3%
$2.9M0.0%$50.43
29
2026-Q1
New
52,907
-
$2.7M0.0%$50.01
36
2025-Q4
Exited
0
-100.0%
$00.0%$49.86
0
2025-Q3
Increased
45,370
+188.8%
$2.3M0.0%$49.61
42
2025-Q2
Decreased
15,712
-26.7%
$792,6490.0%$49.09
0
2025-Q1
Increased
21,441
+13.8%
$1.1M0.0%$48.67
29
2024-Q4
Increased
18,842
+280.1%
$945,1350.0%$48.28
40
2024-Q3
New
4,957
-
$250,3350.0%$48.10
32

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

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