Clifford Swan Investment Counsel’s American Century California Municipal Bond ETF CATF Stock Holding History

Clifford Swan Investment Counsel’s Portfolio CATF Stock Details CATF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Buy	+5,500	New	+$277K	0.01%	281

Other funds holding CATF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

BRPW

Ballast Rock Private Wealth Charleston, South Carolina $181M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

Clifford Swan Investment Counsel's CATF Position: Q1 2026 in Review

Clifford Swan Investment Counsel opened a new position in American Century California Municipal Bond ETF (CATF) in Q1 2026: 5,500 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

16 funds tracked by Wall St. Rank hold CATF as of Q1 2026.

Clifford Swan Investment Counsel held 5,500 shares of American Century California Municipal Bond ETF worth $274K as of Q1 2026.
American Century California Municipal Bond ETF was a new Clifford Swan Investment Counsel position in Q1 2026.
American Century California Municipal Bond ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #281 holding.
16 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.