Total Clarity Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,995
Closed -$405K 235
2022
Q4
$405K Sell
4,995
-2,982
-37% -$242K 0.21% 120
2022
Q3
$648K Sell
7,977
-1,804
-18% -$148K 0.41% 66
2022
Q2
$810K Buy
+9,781
New +$811K 0.42% 55
2021
Q2
Sell
-8,935
Closed -$771K 640
2021
Q1
$771K Buy
+8,935
New +$771K 0.44% 57

Other funds holding SHY

Total Clarity Wealth Management's SHY Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 4,995 shares — an estimated $405K sold.

Total Clarity Wealth Management first reported a position in SHY in Q1 2021 and held it in 4 quarters. The position peaked at $810K in Q2 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4,995 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $405K.
  • Total Clarity Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $810K in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.