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 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

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

Nautilus Advisors's CMF Position: Q2 2026 in Review

Nautilus Advisors increased its iShares California Muni Bond ETF (CMF) stake by 25% in Q2 2026, buying an estimated $115K and bringing the position to 9,850 shares worth $565K. The position accounts for 0.33% of the portfolio, ranked #90.

Nautilus Advisors first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Nautilus Advisors held 9,850 shares of iShares California Muni Bond ETF worth $565K as of Q2 2026.
Nautilus Advisors bought 2,000 iShares California Muni Bond ETF shares in Q2 2026, an estimated $115K.
iShares California Muni Bond ETF made up 0.33% of Nautilus Advisors's portfolio in Q2 2026, its #90 holding.
Nautilus Advisors first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.