Total Clarity Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,531	Closed	-$736K	–	823
2020 Q4	$736K	Buy	5,531 +39	+0.7%	+$5.18K	0.51%	54
2020 Q3	$734K	Sell	5,492 -337	-6%	-$45K	0.64%	44
2020 Q2	$779K	Buy	+5,829	New	+$777K	0.72%	44

Other funds holding IEI

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

Total Clarity Wealth Management's IEI Position: Q1 2021 in Review

Total Clarity Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 5,531 shares — an estimated $736K sold.

Total Clarity Wealth Management first reported a position in IEI in Q2 2020 and held it in 3 quarters. The position peaked at $779K in Q2 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

Total Clarity Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 5,531 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $736K.
Total Clarity Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
Total Clarity Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $779K in Q2 2020.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Total Clarity Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.