Total Clarity Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9	Closed	-$1K	–	564
2022 Q2	$1K	Buy	+9	New	+$924	﹤0.01%	973
2021 Q1	–	Sell	-6,075	Closed	-$729K	–	822
2020 Q4	$729K	Sell	6,075 -175	-3%	-$21.1K	0.51%	55
2020 Q3	$761K	Sell	6,250 -343	-5%	-$41.8K	0.66%	40
2020 Q2	$804K	Buy	+6,593	New	+$801K	0.74%	41

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in IEF in Q2 2020 and held it in 4 quarters. The position peaked at $804K in Q2 2020. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 9 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
Total Clarity Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $804K in Q2 2020.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

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