Clearwater Capital Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,992	Closed	-$306K	–	180
2019 Q3	$306K	Sell	5,992 -800	-12%	-$40.8K	0.05%	161
2019 Q2	$346K	Sell	6,792 -1,200	-15%	-$60.6K	0.06%	159
2019 Q1	$403K	Sell	7,992 -298	-4%	-$14.9K	0.08%	153
2018 Q4	$411K	Sell	8,290 -300	-3%	-$14.8K	0.09%	154
2018 Q3	$427K	Sell	8,590 -32	-0.4%	-$1.59K	0.08%	147
2018 Q2	$428K	Buy	8,622 +318	+4%	+$15.8K	0.09%	133
2018 Q1	$413K	Sell	8,304 -2,350	-22%	-$117K	0.09%	134
2017 Q4	$535K	Buy	+10,654	New	+$537K	0.12%	122

Other funds holding SLQD

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

Clearwater Capital Advisors's SLQD Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2019, closing a stake of 5,992 shares — an estimated $306K sold.

Clearwater Capital Advisors first reported a position in SLQD in Q4 2017 and held it in 8 quarters. The position peaked at $535K in Q4 2017. 148 funds tracked by Wall St. Rank hold SLQD as of Q4 2019.

Clearwater Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 5,992 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $306K.
Clearwater Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
Clearwater Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $535K in Q4 2017.
148 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.