Total Clarity Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,810	Closed	-$195K	–	785
2021 Q4	$195K	Sell	3,810 -1,250	-25%	-$64.1K	0.09%	218
2021 Q3	$262K	Hold	5,060	–	–	0.12%	184
2021 Q2	$262K	Sell	5,060 -1,605	-24%	-$83.2K	0.15%	178
2021 Q1	$345K	Buy	6,665 +450	+7%	+$23.4K	0.2%	118
2020 Q4	$325K	Buy	6,215 +850	+16%	+$44.3K	0.23%	107
2020 Q3	$280K	Buy	+5,365	New	+$280K	0.24%	103

Other funds holding SLQD

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Clarity Wealth Management's SLQD Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 3,810 shares — an estimated $195K sold.

Total Clarity Wealth Management first reported a position in SLQD in Q3 2020 and held it in 6 quarters. The position peaked at $345K in Q1 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Total Clarity Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3,810 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $195K.
Total Clarity Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 6 quarters.
Total Clarity Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $345K in Q1 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.