Total Clarity Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$10K	–	933
2022 Q2	$10K	Buy	+250	New	+$9.99K	0.01%	677
2022 Q1	–	Sell	-250	Closed	-$10K	–	872
2021 Q4	$10K	Hold	250	–	–	﹤0.01%	704
2021 Q3	$10K	Buy	+250	New	+$10.1K	﹤0.01%	685
2021 Q2	–	Sell	-250	Closed	-$10K	–	711
2021 Q1	$10K	Buy	+250	New	+$10.1K	0.01%	568
2020 Q1	–	Sell	-500	Closed	-$20K	–	583
2019 Q4	$20K	Buy	+500	New	+$20.2K	0.02%	398

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2022, closing a stake of 250 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in ULST in Q4 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 77 funds tracked by Wall St. Rank hold ULST as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 250 State Street Ultra Short Term Bond ETF shares in Q3 2022, an estimated $10K.
Total Clarity Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $20K in Q4 2019.
77 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2022.

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