Total Clarity Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Total Clarity Wealth Management’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-878	Closed	-$27K	–	445
2021 Q4	$27K	Hold	878	–	–	0.01%	511
2021 Q3	$27K	Buy	+878	New	+$26.9K	0.01%	499
2020 Q1	–	Sell	-1,102	Closed	-$34K	–	256
2019 Q4	$34K	Buy	+1,102	New	+$33.9K	0.03%	323

Other funds holding FLRN

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return

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

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

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

Total Clarity Wealth Management's FLRN Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2022, closing a stake of 878 shares — an estimated $27K sold.

Total Clarity Wealth Management first reported a position in FLRN in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q4 2019. 339 funds tracked by Wall St. Rank hold FLRN as of Q1 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 878 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2022, an estimated $27K.
Total Clarity Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $34K in Q4 2019.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.