Nautilus Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Nautilus Advisors’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	–	Sell	-9,850	Closed	-$565K	–	175
2026 Q2	$565K	Buy	9,850 +2,000	+25%	+$115K	0.33%	90
2026 Q1	$446K	Hold	7,850	–	–	0.31%	91
2025 Q4	$451K	Hold	7,850	–	–	0.29%	97
2025 Q3	$448K	Hold	7,850	–	–	0.3%	96
2025 Q2	$438K	Hold	7,850	–	–	0.32%	86
2025 Q1	$442K	Hold	7,850	–	–	0.36%	77
2024 Q4	$450K	Buy	+7,850	New	+$451K	0.36%	76

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

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Nautilus Advisors's CMF Position: Q3 2026 in Review

Nautilus Advisors sold out of iShares California Muni Bond ETF (CMF) in Q3 2026, closing a stake of 9,850 shares — an estimated $565K sold.

Nautilus Advisors first reported a position in CMF in Q4 2024 and held it in 7 quarters. The position peaked at $565K in Q2 2026. 93 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Nautilus Advisors reported no remaining iShares California Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Nautilus Advisors sold 9,850 iShares California Muni Bond ETF shares in Q3 2026, an estimated $565K.
Nautilus Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and held it in 7 quarters.
Nautilus Advisors's iShares California Muni Bond ETF position peaked at $565K in Q2 2026.
93 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.