Clear Creek Financial Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$709K	Buy	6,660 +691	+12%	+$73.6K	0.05%	335
2026 Q1	$636K	Buy	5,969 +349	+6%	+$37.4K	0.05%	333
2025 Q4	$600K	Buy	5,620 +279	+5%	+$29.7K	0.05%	331
2025 Q3	$570K	Buy	+5,341	New	+$570K	0.05%	340
2020 Q4	–	Sell	-97,458	Closed	-$10.5M	–	327
2020 Q3	$10.5M	Buy	+97,458	New	+$10.5M	0.48%	42

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Clear Creek Financial Management's SUB Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, buying an estimated $73.6K and bringing the position to 6,660 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #335.

Clear Creek Financial Management first reported a position in SUB in Q3 2020 and has held it in 5 quarters since. The position peaked at $10.5M in Q3 2020. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Clear Creek Financial Management held 6,660 shares of iShares Short-Term National Muni Bond ETF worth $709K as of Q2 2026.
Clear Creek Financial Management bought 691 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $73.6K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #335 holding.
Clear Creek Financial Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 5 quarters since.
Clear Creek Financial Management's iShares Short-Term National Muni Bond ETF position peaked at $10.5M in Q3 2020.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.