EFG
CATF

Ehrlich Financial Group’s American Century California Municipal Bond ETF CATF Stock Holding History

Ehrlich Financial Group’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
Q2 		$1.08M Buy
21,389
+7,017
+49% +$352K 0.55% 45
2026
Q1 		$716K Buy
14,372
+1,016
+8% +$51.2K 0.41% 66
2025
Q4 		$668K Buy
13,356
+1,694
+15% +$84.9K 0.38% 57
2025
Q3 		$581K Buy
11,662
+381
+3% +$18.6K 0.34% 61
2025
Q2 		$548K Buy
11,281
+4
+0% +$194 0.36% 60
2025
Q1 		$557K Buy
11,277
+701
+7% +$35K 0.41% 53
2024
Q4 		$527K Buy
+10,576
New +$533K 0.37% 54

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ehrlich Financial Group's CATF Position: Q2 2026 in Review

Ehrlich Financial Group increased its American Century California Municipal Bond ETF (CATF) stake by 49% in Q2 2026, buying an estimated $352K and bringing the position to 21,389 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #45.

Ehrlich Financial Group first reported a position in CATF in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

  • Ehrlich Financial Group held 21,389 shares of American Century California Municipal Bond ETF worth $1.08M as of Q2 2026.
  • Ehrlich Financial Group bought 7,017 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $352K.
  • American Century California Municipal Bond ETF made up 0.55% of Ehrlich Financial Group's portfolio in Q2 2026, its #45 holding.
  • Ehrlich Financial Group first reported a position in American Century California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.