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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	354
2018 Q1	$93K	Buy	+1,794	New	+$93.3K	0.02%	240