Total Clarity Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-35	Closed	-$2K	–	563
2022 Q2	$2K	Buy	+35	New	+$1.75K	﹤0.01%	927
2022 Q1	–	Sell	-35	Closed	-$2K	–	520
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	915
2021 Q3	$2K	Buy	+35	New	+$1.77K	﹤0.01%	924
2021 Q2	–	Sell	-50	Closed	-$3K	–	421
2021 Q1	$3K	Buy	+50	New	+$2.53K	﹤0.01%	756
2020 Q1	–	Sell	-50	Closed	-$3K	–	320
2019 Q4	$3K	Buy	+50	New	+$2.52K	﹤0.01%	629

Other funds holding ICSH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Total Clarity Wealth Management's ICSH Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2022, closing a stake of 35 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in ICSH in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 411 funds tracked by Wall St. Rank hold ICSH as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 35 iShares Ultra Short Duration Bond Active ETF shares in Q3 2022, an estimated $2K.
Total Clarity Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $3K in Q1 2021.
411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.