Clearwater Tax-Exempt Bond Fund

Clearwater Tax-Exempt Bond Fund is a registered fund series of Clearwater Investment Trust (series S000000699). Net assets $830.0M as of 2026-03-31.

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Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Northern Institutional Funds$11.3M136.67%
FLOYD CNTY GA DEV AUTH$5.4M65.06%
MISSISSIPPI HOME CORP SINGLE FAMILY MTG$5.1M61.37%
TEXAS ST DEPT HSG & CMNTY AFFAIRS$5.1M60.93%
TEXAS ST DEPT HSG & CMNTY AFFAIRS$5.0M60.76%
Northern Institutional Funds$4.6M55.52%
MICHIGAN ST HSG DEV AUTH$4.2M50.97%
GEORGIA ST HSG & FIN AUTH$4.1M49.02%
UTAH ST HSG CORP$4.1M49.00%
NEW JERSEY ST HSG & MTG FIN AGY$4.0M48.08%
NEW JERSEY ST HSG & MTG FIN AGY$3.9M47.19%
TEXAS ST DEPT HSG & CMNTY AFFAIRS$3.5M42.64%
TEXAS ST DEPT HSG & CMNTY AFFAIRS$3.5M42.63%
MICHIGAN ST HSG DEV AUTH$3.5M42.44%
TEXAS ST AFFORDABLE HSG CORP$3.5M41.76%

Net asset history

Report dateNet assets
2026-03-31$830.0M
2025-12-31$830.4M
2025-09-30$817.9M
2025-06-30$787.2M
2025-03-31$779.7M
2024-12-31$755.3M
2024-09-30$766.0M
2024-06-28$742.8M

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