Clearwater Capital Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,663	Closed	-$400K	–	171
2025 Q3	$400K	Sell	7,663 -13	-0.2%	-$671	0.03%	122
2025 Q2	$395K	Buy	7,676 +199	+3%	+$10.1K	0.04%	122
2025 Q1	$382K	Sell	7,477 -340	-4%	-$17.2K	0.04%	125
2024 Q4	$393K	Buy	7,817 +66	+0.9%	+$3.38K	0.04%	126
2024 Q3	$408K	Sell	7,751 -460	-6%	-$23.7K	0.04%	125
2024 Q2	$412K	Sell	8,211 -108	-1%	-$5.4K	0.04%	110
2024 Q1	$422K	Sell	8,319 -4	-0%	-$202	0.05%	102
2023 Q4	$427K	Buy	+8,323	New	+$406K	0.05%	99

Other funds holding USIG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Clearwater Capital Advisors's USIG Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 7,663 shares — an estimated $400K sold.

Clearwater Capital Advisors first reported a position in USIG in Q4 2023 and held it in 8 quarters. The position peaked at $427K in Q4 2023. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Clearwater Capital Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 7,663 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $400K.
Clearwater Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Clearwater Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $427K in Q4 2023.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.