Clear Creek Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Clear Creek Financial Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$965K	Buy	9,092 +3,454	+61%	+$371K	0.07%	262
2025 Q4	$604K	Buy	5,638 +76	+1%	+$8.14K	0.05%	329
2025 Q3	$592K	Buy	+5,562	New	+$582K	0.05%	332
2024 Q4	–	Sell	-2,749	Closed	-$299K	–	501
2024 Q3	$299K	Buy	2,749 +799	+41%	+$86.1K	0.03%	344
2024 Q2	$208K	Sell	1,950 -1,142	-37%	-$122K	0.03%	414
2024 Q1	$333K	Sell	3,092 -497	-14%	-$53.6K	0.04%	308
2023 Q4	$389K	Sell	3,589 -1,859	-34%	-$194K	0.06%	225
2023 Q3	$559K	Sell	5,448 -2,018	-27%	-$213K	0.1%	156
2023 Q2	$797K	Buy	7,466 +1,727	+30%	+$185K	0.14%	121
2023 Q1	$618K	Buy	5,739 +222	+4%	+$23.7K	0.12%	136
2022 Q4	$582K	Buy	5,517 +3,083	+127%	+$321K	0.13%	135
2022 Q3	$250K	Sell	2,434 -3,288	-57%	-$350K	0.06%	220
2022 Q2	$609K	Buy	+5,722	New	+$611K	0.13%	138
2020 Q4	–	Sell	-850,662	Closed	-$98.6M	–	322
2020 Q3	$98.6M	Buy	+850,662	New	+$98.8M	4.47%	5

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Creek Financial Management's MUB Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares National Muni Bond ETF (MUB) stake by 61% in Q1 2026, buying an estimated $371K and bringing the position to 9,092 shares worth $965K. The position accounts for 0.07% of the portfolio, ranked #262.

Clear Creek Financial Management first reported a position in MUB in Q3 2020 and has held it in 14 quarters since. The position peaked at $98.6M in Q3 2020. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Clear Creek Financial Management held 9,092 shares of iShares National Muni Bond ETF worth $965K as of Q1 2026.
Clear Creek Financial Management bought 3,454 iShares National Muni Bond ETF shares in Q1 2026, an estimated $371K.
iShares National Muni Bond ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q1 2026, its #262 holding.
Clear Creek Financial Management first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 14 quarters since.
Clear Creek Financial Management's iShares National Muni Bond ETF position peaked at $98.6M in Q3 2020.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.