Clear Creek Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,749
| Closed | -$299K | – | 501 |
|
|
2024
Q3 | $299K | Buy |
2,749
+799
| +41% | +$86.8K | 0.03% | 344 |
|
|
2024
Q2 | $208K | Sell |
1,950
-1,142
| -37% | -$122K | 0.03% | 414 |
|
|
2024
Q1 | $333K | Sell |
3,092
-497
| -14% | -$53.5K | 0.04% | 308 |
|
|
2023
Q4 | $389K | Sell |
3,589
-1,859
| -34% | -$202K | 0.06% | 225 |
|
|
2023
Q3 | $559K | Sell |
5,448
-2,018
| -27% | -$207K | 0.1% | 156 |
|
|
2023
Q2 | $797K | Buy |
7,466
+1,727
| +30% | +$184K | 0.14% | 121 |
|
|
2023
Q1 | $618K | Buy |
5,739
+222
| +4% | +$23.9K | 0.12% | 136 |
|
|
2022
Q4 | $582K | Buy |
5,517
+3,083
| +127% | +$325K | 0.13% | 135 |
|
|
2022
Q3 | $250K | Sell |
2,434
-3,288
| -57% | -$338K | 0.06% | 220 |
|
|
2022
Q2 | $609K | Buy |
+5,722
| New | +$609K | 0.13% | 138 |
|
|
2020
Q4 | – | Sell |
-850,662
| Closed | -$98.6M | – | 322 |
|
|
2020
Q3 | $98.6M | Buy |
+850,662
| New | +$98.6M | 4.47% | 5 |
|