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 Q3	$3.8M	Buy	70,272 +6,732	+11%	+$379K	1.97%	11
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

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

Ehrlich Financial Group increased its iShares California Muni Bond ETF (CMF) stake by 11% in Q3 2026, buying an estimated $379K and bringing the position to 70,272 shares worth $3.8M. The position accounts for 1.97% of the portfolio, ranked #11.

Ehrlich Financial Group first reported a position in CMF in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.49M in Q4 2024. 106 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Ehrlich Financial Group held 70,272 shares of iShares California Muni Bond ETF worth $3.8M as of Q3 2026.
Ehrlich Financial Group bought 6,732 iShares California Muni Bond ETF shares in Q3 2026, an estimated $379K.
iShares California Muni Bond ETF made up 1.97% of Ehrlich Financial Group's portfolio in Q3 2026, its #11 holding.
Ehrlich Financial Group first reported a position in iShares California Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's iShares California Muni Bond ETF position peaked at $5.49M in Q4 2024.
106 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

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