CCA
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Clearwater Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clearwater Capital Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-144,258
Closed -$14M – 161
2022
Q4 		$14M Buy
144,258
+13,657
+10% +$1.33M 1.82% 13
2022
Q3 		$12.6M Sell
130,601
-105,272
-45% -$10.5M 1.73% 14
2022
Q2 		$23.9M Sell
235,873
-11,841
-5% -$1.22M 3.27% 9
2022
Q1 		$26M Buy
247,714
+126,765
+105% +$13.3M 2.98% 11
2021
Q4 		$12.8M Sell
120,949
-362
-0.3% -$38.4K 1.41% 21
2021
Q3 		$12.8M Sell
121,311
-1,242
-1% -$132K 1.48% 19
2021
Q2 		$13M Buy
+122,553
New +$13M 1.52% 19
2020
Q2 		– Sell
-3,168
Closed -$316K – 147
2020
Q1 		$316K Sell
3,168
-148,679
-98% -$14.9M 0.07% 117
2019
Q4 		$15.3M Buy
151,847
+14,764
+11% +$1.48M 2.55% 11
2019
Q3 		$13.7M Buy
137,083
+10,543
+8% +$1.06M 2.43% 10
2019
Q2 		$12.7M Buy
126,540
+39,813
+46% +$3.98M 2.31% 8
2019
Q1 		$8.64M Buy
86,727
+22,816
+36% +$2.26M 1.62% 16
2018
Q4 		$6.26M Sell
63,911
-1,632
-2% -$160K 1.37% 16
2018
Q3 		$6.47M Buy
65,543
+5,382
+9% +$533K 1.26% 20
2018
Q2 		$6M Buy
60,161
+16,087
+36% +$1.6M 1.23% 22
2018
Q1 		$4.41M Buy
+44,074
New +$4.4M 0.91% 29

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearwater Capital Advisors's STIP Position: Q1 2023 in Review

Clearwater Capital Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 144,258 shares — an estimated $14M sold.

Clearwater Capital Advisors first reported a position in STIP in Q1 2018 and held it in 16 quarters. The position peaked at $26M in Q1 2022. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Clearwater Capital Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clearwater Capital Advisors sold 144,258 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $14M.
  • Clearwater Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 16 quarters.
  • Clearwater Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $26M in Q1 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Clearwater Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.