Cary Street Partners Financial LLC Invests $1.30 Million in iShares Short-Term California Muni Active ETF $CALI

Posted by ABMN Staff on Feb 28th, 2026

Cary Street Partners Financial LLC bought a new position in shares of iShares Short-Term California Muni Active ETF (NASDAQ:CALI – Free Report) during the third quarter, HoldingsChannel.com reports. The institutional investor bought 25,739 shares of the company’s stock, valued at approximately $1,304,000.

Other institutional investors have also added to or reduced their stakes in the company. JPMorgan Chase & Co. acquired a new position in iShares Short-Term California Muni Active ETF in the 3rd quarter valued at $46,000. Cheviot Value Management LLC bought a new stake in shares of iShares Short-Term California Muni Active ETF in the second quarter valued at about $88,000. Finally, Union Savings Bank grew its stake in shares of iShares Short-Term California Muni Active ETF by 34.0% in the second quarter. Union Savings Bank now owns 6,554 shares of the company’s stock valued at $331,000 after acquiring an additional 1,662 shares in the last quarter.

iShares Short-Term California Muni Active ETF Stock Performance

NASDAQ:CALI opened at $50.76 on Friday. iShares Short-Term California Muni Active ETF has a 52 week low of $49.57 and a 52 week high of $50.79. The firm’s 50-day simple moving average is $50.59 and its 200 day simple moving average is $50.57. The firm has a market cap of $261.41 million, a price-to-earnings ratio of -149.58 and a beta of 0.06.

iShares Short-Term California Muni Active ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Thursday, February 5th. Stockholders of record on Monday, February 2nd were given a $0.0834 dividend. The ex-dividend date was Monday, February 2nd.

iShares Short-Term California Muni Active ETF Profile

(Free Report)

The iShares Short-Term California Muni Active ETF (CALI) is an exchange-traded fund that mostly invests in investment grade fixed income. CALY is an actively managed fund that primarily invests in municipal securities exempt from federal income taxes. It will hold short-term, investment grade Muni bonds issued in California while aiming for an effective portfolio duration equal to or less than 1.5 years. CALI was launched on Jul 11, 2023 and is issued by BlackRock.