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Total Clarity Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Total Clarity Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-871
Closed -$96K – 650
2022
Q2 		$96K Sell
871
-4,068
-82% -$459K 0.05% 326
2022
Q1 		$597K Sell
4,939
-27,318
-85% -$3.41M 0.33% 81
2021
Q4 		$4.28M Sell
32,257
-1,508
-4% -$200K 1.94% 6
2021
Q3 		$4.49M Buy
33,765
+554
+2% +$74.9K 2.14% 1
2021
Q2 		$4.46M Sell
33,211
-1,264
-4% -$167K 2.49% 1
2021
Q1 		$4.48M Sell
34,475
-28,229
-45% -$3.76M 2.58% 2
2020
Q4 		$8.66M Sell
62,704
-343
-0.5% -$46.7K 6.02% 1
2020
Q3 		$8.49M Buy
63,047
+7,440
+13% +$1.01M 7.41% 1
2020
Q2 		$7.48M Buy
55,607
+51,707
+1,326% +$6.72M 6.87% 1
2020
Q1 		$482K Buy
3,900
+3,066
+368% +$391K 0.74% 45
2019
Q4 		$107K Buy
+834
New +$106K 0.08% 178

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 871 shares — an estimated $96K sold.

Total Clarity Wealth Management first reported a position in LQD in Q4 2019 and held it in 11 quarters. The position peaked at $8.66M in Q4 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 871 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $96K.
  • Total Clarity Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
  • Total Clarity Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.66M in Q4 2020.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

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