WFS
CATF

WealthGarden F.S.’s American Century California Municipal Bond ETF CATF Stock Holding History

WealthGarden F.S.’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 		$824K Buy
16,390
+1,321
+9% +$66.3K 0.47% 60
2026
Q1 		$751K Buy
15,069
+2,408
+19% +$121K 0.51% 65
2025
Q4 		$639K Buy
12,661
+5,922
+88% +$297K 0.42% 75
2025
Q3 		$339K Buy
6,739
+2,157
+47% +$105K 0.24% 104
2025
Q2 		$222K Buy
+4,582
New +$222K 0.18% 129

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRPW
Ballast Rock Private Wealth Charleston, South Carolina $217M AUM
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

WealthGarden F.S.'s CATF Position: Q2 2026 in Review

WealthGarden F.S. increased its American Century California Municipal Bond ETF (CATF) stake by 8.8% in Q2 2026, buying an estimated $66.3K and bringing the position to 16,390 shares worth $824K. The position accounts for 0.47% of the portfolio, ranked #60.

WealthGarden F.S. first reported a position in CATF in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

  • WealthGarden F.S. held 16,390 shares of American Century California Municipal Bond ETF worth $824K as of Q2 2026.
  • WealthGarden F.S. bought 1,321 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $66.3K.
  • American Century California Municipal Bond ETF made up 0.47% of WealthGarden F.S.'s portfolio in Q2 2026, its #60 holding.
  • WealthGarden F.S. first reported a position in American Century California Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.