Clearwater Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,742	Closed	-$237K	–	186
2019 Q1	$237K	Sell	2,742 -77,510	-97%	-$6.58M	0.04%	181
2018 Q4	$6.51M	Sell	80,252 -12,092	-13%	-$1.01M	1.43%	15
2018 Q3	$7.98M	Sell	92,344 -2,845	-3%	-$244K	1.56%	14
2018 Q2	$8.1M	Buy	95,189 +1,115	+1%	+$95.5K	1.66%	14
2018 Q1	$8.06M	Sell	94,074 -2,584	-3%	-$223K	1.66%	14
2017 Q4	$8.43M	Buy	96,658 +4,298	+5%	+$377K	1.85%	13
2017 Q3	$8.17M	Sell	92,360 -7,955	-8%	-$702K	1.9%	13
2017 Q2	$8.8M	Buy	100,315 +5,787	+6%	+$509K	2.24%	10
2017 Q1	$8.25M	Buy	94,528 +11,130	+13%	+$972K	2.26%	8
2016 Q4	$7.25M	Buy	83,398 +8,773	+12%	+$755K	2.51%	7
2016 Q3	$6.47M	Buy	74,625 +4,456	+6%	+$383K	2.26%	8
2016 Q2	$5.92M	Buy	+70,169	New	+$5.83M	2.18%	9

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clearwater Capital Advisors's HYG Position: Q2 2019 in Review

Clearwater Capital Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2019, closing a stake of 2,742 shares — an estimated $237K sold.

Clearwater Capital Advisors first reported a position in HYG in Q2 2016 and held it in 12 quarters. The position peaked at $8.8M in Q2 2017. 679 funds tracked by Wall St. Rank hold HYG as of Q2 2019.

Clearwater Capital Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 2,742 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2019, an estimated $237K.
Clearwater Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 12 quarters.
Clearwater Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.8M in Q2 2017.
679 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2019.

Based on Clearwater Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.