Clearwater Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
157,077
-11,132
| -7% | -$1.16M | 1.5% | 16 |
|
|
2025
Q1 | $17.7M | Buy |
168,209
+265
| +0.2% | +$27.9K | 1.71% | 15 |
|
|
2024
Q4 | $17.9M | Sell |
167,944
-6,766
| -4% | -$721K | 1.75% | 15 |
|
|
2024
Q3 | $19M | Sell |
174,710
-5,008
| -3% | -$544K | 1.85% | 15 |
|
|
2024
Q2 | $19.1M | Sell |
179,718
-1,290
| -0.7% | -$137K | 2.03% | 11 |
|
|
2024
Q1 | $19.5M | Sell |
181,008
-5,547
| -3% | -$597K | 2.08% | 12 |
|
|
2023
Q4 | $20.2M | Sell |
186,555
-6,900
| -4% | -$748K | 2.27% | 12 |
|
|
2023
Q3 | $19.8M | Buy |
193,455
+83,185
| +75% | +$8.53M | 2.43% | 13 |
|
|
2023
Q2 | $11.8M | Buy |
110,270
+5,416
| +5% | +$578K | 1.4% | 18 |
|
|
2023
Q1 | $11.3M | Sell |
104,854
-337
| -0.3% | -$36.3K | 1.38% | 18 |
|
|
2022
Q4 | $11.1M | Buy |
105,191
+35,265
| +50% | +$3.72M | 1.45% | 19 |
|
|
2022
Q3 | $7.17M | Buy |
69,926
+23,744
| +51% | +$2.44M | 0.99% | 29 |
|
|
2022
Q2 | $4.91M | Sell |
46,182
-748
| -2% | -$79.6K | 0.67% | 37 |
|
|
2022
Q1 | $5.15M | Sell |
46,930
-2,038
| -4% | -$223K | 0.59% | 38 |
|
|
2021
Q4 | $5.69M | Sell |
48,968
-1,415
| -3% | -$165K | 0.63% | 38 |
|
|
2021
Q3 | $5.85M | Sell |
50,383
-505
| -1% | -$58.7K | 0.68% | 39 |
|
|
2021
Q2 | $5.96M | Sell |
50,888
-1,741
| -3% | -$204K | 0.69% | 38 |
|
|
2021
Q1 | $6.11M | Sell |
52,629
-93,160
| -64% | -$10.8M | 0.76% | 34 |
|
|
2020
Q4 | $17.1M | Buy |
145,789
+18,153
| +14% | +$2.13M | 2.27% | 15 |
|
|
2020
Q3 | $14.8M | Buy |
127,636
+7,479
| +6% | +$867K | 2.33% | 15 |
|
|
2020
Q2 | $13.9M | Buy |
120,157
+20,400
| +20% | +$2.35M | 2.32% | 14 |
|
|
2020
Q1 | $11.3M | Buy |
99,757
+4,906
| +5% | +$554K | 2.43% | 12 |
|
|
2019
Q4 | $10.8M | Buy |
94,851
+3,464
| +4% | +$395K | 1.8% | 14 |
|
|
2019
Q3 | $10.4M | Buy |
91,387
+2,391
| +3% | +$273K | 1.84% | 15 |
|
|
2019
Q2 | $10.1M | Buy |
88,996
+3,655
| +4% | +$413K | 1.83% | 15 |
|
|
2019
Q1 | $9.49M | Buy |
85,341
+20,250
| +31% | +$2.25M | 1.78% | 12 |
|
|
2018
Q4 | $7.1M | Buy |
65,091
+6,678
| +11% | +$728K | 1.56% | 13 |
|
|
2018
Q3 | $6.31M | Buy |
58,413
+1,906
| +3% | +$206K | 1.23% | 21 |
|
|
2018
Q2 | $6.16M | Buy |
56,507
+2,932
| +5% | +$320K | 1.26% | 21 |
|
|
2018
Q1 | $5.84M | Buy |
53,575
+5,666
| +12% | +$617K | 1.2% | 21 |
|
|
2017
Q4 | $5.31M | Buy |
47,909
+6,565
| +16% | +$727K | 1.16% | 23 |
|
|
2017
Q3 | $4.58M | Buy |
41,344
+2,333
| +6% | +$259K | 1.07% | 24 |
|
|
2017
Q2 | $4.29M | Buy |
39,011
+4,737
| +14% | +$521K | 1.09% | 24 |
|
|
2017
Q1 | $3.74M | Buy |
34,274
+8,671
| +34% | +$945K | 1.02% | 28 |
|
|
2016
Q4 | $2.77M | Sell |
25,603
-7,425
| -22% | -$802K | 0.96% | 33 |
|
|
2016
Q3 | $3.71M | Buy |
33,028
+3,547
| +12% | +$398K | 1.3% | 22 |
|
|
2016
Q2 | $3.36M | Buy |
+29,481
| New | +$3.36M | 1.24% | 24 |
|