Total Clarity Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-31,775	Closed	-$1.57M	–	245
2022 Q3	$1.57M	Sell	31,775 -2,281	-7%	-$115K	0.98%	21
2022 Q2	$1.72M	Sell	34,056 -9,364	-22%	-$477K	0.89%	23
2022 Q1	$2.25M	Sell	43,420 -2,400	-5%	-$127K	1.23%	17
2021 Q4	$2.47M	Sell	45,820 -1,070	-2%	-$57.9K	1.12%	18
2021 Q3	$2.56M	Sell	46,890 -800	-2%	-$43.8K	1.22%	16
2021 Q2	$2.61M	Sell	47,690 -2,150	-4%	-$118K	1.46%	14
2021 Q1	$2.73M	Sell	49,840 -1,450	-3%	-$79.6K	1.57%	13
2020 Q4	$2.83M	Buy	+51,290	New	+$2.82M	1.97%	11

Other funds holding IGSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Total Clarity Wealth Management's IGSB Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 31,775 shares — an estimated $1.57M sold.

Total Clarity Wealth Management first reported a position in IGSB in Q4 2020 and held it in 8 quarters. The position peaked at $2.83M in Q4 2020. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Total Clarity Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 31,775 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $1.57M.
Total Clarity Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Total Clarity Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.83M in Q4 2020.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.