Clearwater Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clearwater Capital Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.77M	Buy	73,104 +1,928	+3%	+$205K	0.71%	31
2025 Q1	$7.52M	Buy	71,176 +3,367	+5%	+$356K	0.73%	31
2024 Q4	$7.15M	Buy	67,809 +1,168	+2%	+$123K	0.7%	31
2024 Q3	$7.08M	Buy	66,641 +3,540	+6%	+$376K	0.69%	32
2024 Q2	$6.6M	Buy	63,101 +730	+1%	+$76.3K	0.7%	30
2024 Q1	$6.53M	Buy	62,371 +1,225	+2%	+$128K	0.7%	32
2023 Q4	$6.45M	Buy	61,146 +15,019	+33%	+$1.58M	0.72%	32
2023 Q3	$4.74M	Buy	46,127 +1,915	+4%	+$197K	0.58%	34
2023 Q2	$4.6M	Sell	44,212 -5,922	-12%	-$616K	0.55%	36
2023 Q1	$5.25M	Buy	50,134 +11,380	+29%	+$1.19M	0.64%	34
2022 Q4	$4.04M	Sell	38,754 -3,720	-9%	-$388K	0.53%	39
2022 Q3	$4.36M	Buy	42,474 +221	+0.5%	+$22.7K	0.6%	43
2022 Q2	$4.42M	Buy	42,253 +1,000	+2%	+$105K	0.6%	38
2022 Q1	$4.32M	Buy	41,253 +14,082	+52%	+$1.47M	0.49%	39
2021 Q4	$2.92M	Buy	27,171 +829	+3%	+$89K	0.32%	47
2021 Q3	$2.83M	Buy	26,342 +260	+1%	+$28K	0.33%	48
2021 Q2	$2.81M	Buy	26,082 +1,225	+5%	+$132K	0.33%	48
2021 Q1	$2.68M	Buy	24,857 +10,097	+68%	+$1.09M	0.34%	46
2020 Q4	$1.6M	Buy	14,760 +220	+2%	+$23.8K	0.21%	54
2020 Q3	$1.57M	Hold	14,540	–	–	0.25%	51
2020 Q2	$1.57M	Buy	14,540 +3,640	+33%	+$393K	0.26%	53
2020 Q1	$1.16M	Hold	10,900	–	–	0.25%	59
2019 Q4	$1.16M	Buy	10,900 +4,000	+58%	+$427K	0.19%	82
2019 Q3	$735K	Buy	6,900 +1,200	+21%	+$128K	0.13%	119
2019 Q2	$607K	Buy	5,700 +1,400	+33%	+$149K	0.11%	129
2019 Q1	$456K	Hold	4,300	–	–	0.09%	148
2018 Q4	$453K	Buy	4,300 +1,300	+43%	+$137K	0.1%	145
2018 Q3	$314K	Sell	3,000 -921	-23%	-$96.4K	0.06%	160
2018 Q2	$412K	Buy	3,921 +921	+31%	+$96.8K	0.08%	135
2018 Q1	$315K	Hold	3,000	–	–	0.07%	151
2017 Q4	$315K	Buy	+3,000	New	+$315K	0.07%	142
2017 Q2	–	Sell	-12,956	Closed	-$1.37M	–	162
2017 Q1	$1.37M	Sell	12,956 -172	-1%	-$18.2K	0.37%	73
2016 Q4	$1.38M	Buy	+13,128	New	+$1.38M	0.48%	57