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Clearwater Capital Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Clearwater Capital Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,803
Closed -$204K – 175
2024
Q3 		$204K Buy
+3,803
New +$201K 0.02% 166
2024
Q2 		– Sell
-3,883
Closed -$200K – 160
2024
Q1 		$200K Sell
3,883
-12
-0.3% -$617 0.02% 154
2023
Q4 		$203K Buy
+3,895
New +$193K 0.02% 149
2023
Q3 		– Sell
-4,116
Closed -$208K – 147
2023
Q2 		$208K Hold
4,116
– – 0.02% 139
2023
Q1 		$211K Hold
4,116
– – 0.03% 142
2022
Q4 		$204K Buy
+4,116
New +$202K 0.03% 150
2022
Q3 		– Sell
-4,431
Closed -$226K – 158
2022
Q2 		$226K Buy
4,431
+41
+0.9% +$2.14K 0.03% 133
2022
Q1 		$241K Hold
4,390
– – 0.03% 150
2021
Q4 		$260K Sell
4,390
-50
-1% -$2.98K 0.03% 144
2021
Q3 		$267K Sell
4,440
-900
-17% -$54.7K 0.03% 143
2021
Q2 		$323K Sell
5,340
-649
-11% -$38.9K 0.04% 125
2021
Q1 		$355K Sell
5,989
-8,890
-60% -$538K 0.04% 118
2020
Q4 		$919K Sell
14,879
-847
-5% -$51.8K 0.12% 78
2020
Q3 		$956K Sell
15,726
-99,675
-86% -$6.08M 0.15% 69
2020
Q2 		$6.97M Buy
115,401
+15,160
+15% +$883K 1.17% 22
2020
Q1 		$5.5M Buy
100,241
+9,022
+10% +$521K 1.19% 21
2019
Q4 		$5.29M Buy
91,219
+16,440
+22% +$952K 0.88% 30
2019
Q3 		$4.33M Sell
74,779
-708
-0.9% -$40.7K 0.77% 35
2019
Q2 		$4.3M Buy
75,487
+2,028
+3% +$113K 0.78% 34
2019
Q1 		$4.05M Buy
73,459
+38,032
+107% +$2.04M 0.76% 37
2018
Q4 		$1.86M Buy
+35,427
New +$1.85M 0.41% 80
2018
Q2 		– Sell
-746
Closed -$40K – 349
2018
Q1 		$40K Buy
+746
New +$40.2K 0.01% 313

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's IGIB Position: Q4 2024 in Review

Clearwater Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 3,803 shares — an estimated $204K sold.

Clearwater Capital Advisors first reported a position in IGIB in Q1 2018 and held it in 22 quarters. The position peaked at $6.97M in Q2 2020. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Clearwater Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clearwater Capital Advisors sold 3,803 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $204K.
  • Clearwater Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 22 quarters.
  • Clearwater Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.97M in Q2 2020.
  • 630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Clearwater Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.