Clearwater Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,637	Closed	-$311K	–	148
2020 Q1	$311K	Sell	2,637 -515	-16%	-$60.7K	0.07%	121
2019 Q4	$367K	Sell	3,152 -2,857	-48%	-$332K	0.06%	144
2019 Q3	$699K	Sell	6,009 -4,194	-41%	-$487K	0.12%	120
2019 Q2	$1.18M	Sell	10,203 -2,470	-19%	-$281K	0.21%	102
2019 Q1	$1.43M	Sell	12,673 -1,686	-12%	-$187K	0.27%	93
2018 Q4	$1.57M	Sell	14,359 -2,036	-12%	-$222K	0.34%	88
2018 Q3	$1.81M	Sell	16,395 -2,937	-15%	-$328K	0.35%	77
2018 Q2	$2.18M	Buy	19,332 +5,829	+43%	+$654K	0.45%	66
2018 Q1	$1.53M	Buy	+13,503	New	+$1.52M	0.32%	82

Other funds holding TIP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Clearwater Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2020, closing a stake of 2,637 shares — an estimated $311K sold.

Clearwater Capital Advisors first reported a position in TIP in Q1 2018 and held it in 9 quarters. The position peaked at $2.18M in Q2 2018. 922 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

Clearwater Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 2,637 iShares TIPS Bond ETF shares in Q2 2020, an estimated $311K.
Clearwater Capital Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 9 quarters.
Clearwater Capital Advisors's iShares TIPS Bond ETF position peaked at $2.18M in Q2 2018.
922 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

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