Clearwater Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clearwater Capital Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,291	Closed	-$241K	–	148
2023 Q2	$241K	Sell	5,291 -670	-11%	-$30.7K	0.03%	132
2023 Q1	$275K	Sell	5,961 -1,440	-19%	-$65.9K	0.03%	121
2022 Q4	$333K	Sell	7,401 -2,402	-25%	-$107K	0.04%	112
2022 Q3	$436K	Buy	+9,803	New	+$457K	0.06%	102
2018 Q2	–	Sell	-400	Closed	-$20K	–	362
2018 Q1	$20K	Buy	+400	New	+$20K	﹤0.01%	384

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearwater Capital Advisors's IUSB Position: Q3 2023 in Review

Clearwater Capital Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 5,291 shares — an estimated $241K sold.

Clearwater Capital Advisors first reported a position in IUSB in Q1 2018 and held it in 5 quarters. The position peaked at $436K in Q3 2022. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

Clearwater Capital Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 5,291 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $241K.
Clearwater Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and held it in 5 quarters.
Clearwater Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $436K in Q3 2022.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on Clearwater Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.