Claraphi Advisory Network’s iShares US Treasury Bond ETF GOVT Stock Holding History

Claraphi Advisory Network’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,737	Closed	-$367K	–	283
2022 Q1	$367K	Hold	14,737	–	–	0.11%	174
2021 Q4	$393K	Sell	14,737 -19	-0.1%	-$503	0.14%	170
2021 Q3	$391K	Sell	14,756 -969	-6%	-$26K	0.14%	176
2021 Q2	$418K	Sell	15,725 -27,347	-63%	-$722K	0.13%	193
2021 Q1	$1.13M	Buy	43,072 +12,856	+43%	+$344K	0.31%	67
2020 Q4	$823K	Buy	30,216 +4,837	+19%	+$133K	0.22%	91
2020 Q3	$709K	Buy	25,379 +10,419	+70%	+$292K	0.26%	81
2020 Q2	$419K	Buy	14,960 +11,642	+351%	+$326K	0.18%	119
2020 Q1	$93K	Buy	+3,318	New	+$89K	0.04%	347
2019 Q4	–	Sell	-469	Closed	-$12K	–	275
2019 Q3	$12K	Buy	+469	New	+$12.2K	0.01%	324

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Claraphi Advisory Network's GOVT Position: Q2 2022 in Review

Claraphi Advisory Network sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 14,737 shares — an estimated $367K sold.

Claraphi Advisory Network first reported a position in GOVT in Q3 2019 and held it in 10 quarters. The position peaked at $1.13M in Q1 2021. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Claraphi Advisory Network reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 14,737 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $367K.
Claraphi Advisory Network first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 10 quarters.
Claraphi Advisory Network's iShares US Treasury Bond ETF position peaked at $1.13M in Q1 2021.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.