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Clearwater Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Clearwater Capital Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.8M Buy
740,410
+5,965
+0.8% +$313K 2.84% 13
2026
Q1 		$38.6M Sell
734,445
-34,803
-5% -$1.84M 3.12% 11
2025
Q4 		$40.7M Sell
769,248
-378,788
-33% -$20.1M 3.39% 9
2025
Q3 		$60.9M Buy
1,148,036
+62,076
+6% +$3.28M 5.19% 6
2025
Q2 		$57.3M Buy
1,085,960
+4,138
+0.4% +$216K 5.23% 6
2025
Q1 		$56.7M Buy
1,081,822
+10,592
+1% +$551K 5.48% 6
2024
Q4 		$55.4M Buy
1,071,230
+40,076
+4% +$2.08M 5.42% 5
2024
Q3 		$54.3M Buy
1,031,154
+32,742
+3% +$1.7M 5.29% 6
2024
Q2 		$51.2M Buy
998,412
+16,298
+2% +$831K 5.42% 6
2024
Q1 		$50.4M Buy
982,114
+48,006
+5% +$2.46M 5.37% 6
2023
Q4 		$47.9M Buy
934,108
+80,574
+9% +$4.05M 5.37% 6
2023
Q3 		$42.5M Buy
853,534
+294,125
+53% +$14.7M 5.21% 7
2023
Q2 		$28.1M Buy
559,409
+16,971
+3% +$855K 3.34% 10
2023
Q1 		$27.4M Buy
542,438
+66,046
+14% +$3.32M 3.35% 10
2022
Q4 		$23.7M Sell
476,392
-26,271
-5% -$1.3M 3.09% 9
2022
Q3 		$24.8M Buy
502,663
+239,823
+91% +$12.1M 3.42% 6
2022
Q2 		$13.3M Sell
262,840
-11,457
-4% -$583K 1.82% 14
2022
Q1 		$14.2M Buy
+274,297
New +$14.5M 1.63% 20
2018
Q2 		– Sell
-1,794
Closed -$93K – 350
2018
Q1 		$93K Buy
+1,794
New +$93.3K 0.02% 240

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearwater Capital Advisors's IGSB Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.81% in Q2 2026, buying an estimated $313K and bringing the position to 740,410 shares worth $38.8M. The position accounts for 2.84% of the portfolio, ranked #13.

Clearwater Capital Advisors first reported a position in IGSB in Q1 2018 and has held it in 19 quarters since. The position peaked at $60.9M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Clearwater Capital Advisors held 740,410 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $38.8M as of Q2 2026.
  • Clearwater Capital Advisors bought 5,965 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.84% of Clearwater Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Clearwater Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 19 quarters since.
  • Clearwater Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $60.9M in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.