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Clearwater Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Clearwater Capital Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-207
Closed -$10K – 358
2018
Q1 		$10K Buy
+207
New +$10.2K ﹤0.01% 481

Other funds holding ISTB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Clearwater Capital Advisors's ISTB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2018, closing a stake of 207 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in ISTB in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 149 funds tracked by Wall St. Rank hold ISTB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 207 iShares Core 1-5 Year USD Bond ETF shares in Q2 2018, an estimated $10K.
  • Clearwater Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $10K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.