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Clearwater Capital Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Clearwater Capital Advisors’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,821
Closed -$209K – 156
2022
Q4 		$209K Buy
+4,821
New +$207K 0.03% 148

Other funds holding IGEB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Clearwater Capital Advisors's IGEB Position: Q1 2023 in Review

Clearwater Capital Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2023, closing a stake of 4,821 shares — an estimated $209K sold.

Clearwater Capital Advisors first reported a position in IGEB in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 45 funds tracked by Wall St. Rank hold IGEB as of Q1 2023.

  • Clearwater Capital Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clearwater Capital Advisors sold 4,821 iShares Investment Grade Systematic Bond ETF shares in Q1 2023, an estimated $209K.
  • Clearwater Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $209K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2023.

Based on Clearwater Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.