Ehrlich Financial Group’s iShares California Muni Bond ETF CMF Stock Holding History

Ehrlich Financial Group’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66M	Sell	63,540 -4,993	-7%	-$286K	1.88%	13
2026 Q1	$3.9M	Sell	68,533 -371	-0.5%	-$21.4K	2.24%	12
2025 Q4	$3.96M	Sell	68,904 -17,897	-21%	-$1.03M	2.25%	10
2025 Q3	$4.95M	Buy	86,801 +121	+0.1%	+$6.77K	2.94%	8
2025 Q2	$4.83M	Sell	86,680 -1,283	-1%	-$71.2K	3.13%	7
2025 Q1	$4.95M	Sell	87,963 -7,857	-8%	-$447K	3.61%	6
2024 Q4	$5.49M	Buy	95,820 +3,304	+4%	+$190K	3.9%	6
2024 Q3	$5.38M	Buy	92,516 +13,158	+17%	+$758K	3.83%	6
2024 Q2	$4.51M	Buy	79,358 +22,717	+40%	+$1.29M	3.56%	7
2024 Q1	$3.26M	Buy	56,641 +17,002	+43%	+$981K	2.74%	11
2023 Q4	$2.3M	Buy	+39,639	New	+$2.21M	2.3%	11

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Ehrlich Financial Group reduced its iShares California Muni Bond ETF (CMF) stake by 7.3% in Q2 2026, selling an estimated $286K and leaving 63,540 shares worth $3.66M. The position accounts for 1.88% of the portfolio, ranked #13.

Ehrlich Financial Group first reported a position in CMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.49M in Q4 2024. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Ehrlich Financial Group held 63,540 shares of iShares California Muni Bond ETF worth $3.66M as of Q2 2026.
Ehrlich Financial Group sold 4,993 iShares California Muni Bond ETF shares in Q2 2026, an estimated $286K.
iShares California Muni Bond ETF made up 1.88% of Ehrlich Financial Group's portfolio in Q2 2026, its #13 holding.
Ehrlich Financial Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's iShares California Muni Bond ETF position peaked at $5.49M in Q4 2024.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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