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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

ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 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. 110 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.
  • 110 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.