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 Q3	$1.12M	Buy	23,724 +2,335	+11%	+$115K	0.58%	43
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ehrlich Financial Group's CATF Position: Q3 2026 in Review

Ehrlich Financial Group increased its American Century California Municipal Bond ETF (CATF) stake by 11% in Q3 2026, buying an estimated $115K and bringing the position to 23,724 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #43.

Ehrlich Financial Group first reported a position in CATF in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold CATF as of Q3 2026.

Ehrlich Financial Group held 23,724 shares of American Century California Municipal Bond ETF worth $1.12M as of Q3 2026.
Ehrlich Financial Group bought 2,335 American Century California Municipal Bond ETF shares in Q3 2026, an estimated $115K.
American Century California Municipal Bond ETF made up 0.58% of Ehrlich Financial Group's portfolio in Q3 2026, its #43 holding.
Ehrlich Financial Group first reported a position in American Century California Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.