CCA
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Clearwater Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clearwater Capital Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,248
Closed -$278K – 143
2020
Q1 		$278K Sell
2,248
-6,086
-73% -$775K 0.06% 126
2019
Q4 		$1.07M Sell
8,334
-8,437
-50% -$1.07M 0.18% 86
2019
Q3 		$2.14M Sell
16,771
-5,458
-25% -$688K 0.38% 65
2019
Q2 		$2.77M Sell
22,229
-3,164
-12% -$380K 0.5% 59
2019
Q1 		$3.02M Sell
25,393
-2,713
-10% -$314K 0.57% 57
2018
Q4 		$3.17M Sell
28,106
-9,601
-25% -$1.08M 0.7% 43
2018
Q3 		$4.33M Buy
37,707
+1,294
+4% +$149K 0.85% 32
2018
Q2 		$4.17M Sell
36,413
-506
-1% -$58.3K 0.86% 34
2018
Q1 		$4.33M Buy
36,919
+2,547
+7% +$301K 0.89% 30
2017
Q4 		$4.18M Buy
34,372
+9,449
+38% +$1.14M 0.92% 31
2017
Q3 		$3.02M Buy
24,923
+13,378
+116% +$1.62M 0.7% 45
2017
Q2 		$1.38M Buy
11,545
+2,078
+22% +$248K 0.35% 74
2017
Q1 		$1.12M Buy
9,467
+3,781
+66% +$444K 0.31% 80
2016
Q4 		$667K Buy
5,686
+1,967
+53% +$234K 0.23% 87
2016
Q3 		$453K Buy
3,719
+510
+16% +$62.8K 0.16% 98
2016
Q2 		$397K Buy
+3,209
New +$385K 0.15% 99

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearwater Capital Advisors's LQD Position: Q2 2020 in Review

Clearwater Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 2,248 shares — an estimated $278K sold.

Clearwater Capital Advisors first reported a position in LQD in Q2 2016 and held it in 16 quarters. The position peaked at $4.33M in Q3 2018. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Clearwater Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,248 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $278K.
  • Clearwater Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 16 quarters.
  • Clearwater Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.33M in Q3 2018.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Clearwater Capital Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.