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Clearwater Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clearwater Capital Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-257
Closed -$21K – 221
2018
Q1 		$21K Buy
+257
New +$21.1K ﹤0.01% 379

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Clearwater Capital Advisors's BIV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 257 shares — an estimated $21K sold.

Clearwater Capital Advisors first reported a position in BIV in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 257 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $21K.
  • Clearwater Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $21K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.