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GOVT icon

Clarity Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clarity Financial’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
2024
Q4 		– Sell
-11,185
Closed -$262K – 137
2024
Q3 		$262K Sell
11,185
-4,564
-29% -$106K 0.03% 127
2024
Q2 		$355K Sell
15,749
-3,825
-20% -$85.8K 0.05% 85
2024
Q1 		$446K Buy
19,574
+5,819
+42% +$132K 0.07% 77
2023
Q4 		$317K Sell
13,755
-796
-5% -$17.7K 0.05% 84
2023
Q3 		$321K Buy
14,551
+775
+6% +$17.4K 0.05% 86
2023
Q2 		$315K Buy
+13,776
New +$320K 0.04% 84
2022
Q3 		– Sell
-9,105
Closed -$218K – 90
2022
Q2 		$218K Hold
9,105
– – 0.05% 80
2022
Q1 		$227K Sell
9,105
-34
-0.4% -$871 0.05% 83
2021
Q4 		$244K Buy
9,139
+25
+0.3% +$662 0.04% 88
2021
Q3 		$242K Buy
9,114
+9
+0.1% +$241 0.04% 86
2021
Q2 		$242K Hold
9,105
– – 0.05% 97
2021
Q1 		$238K Sell
9,105
-15,539
-63% -$415K 0.05% 118
2020
Q4 		$671K Buy
+24,644
New +$680K 0.16% 59

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clarity Financial's GOVT Position: Q4 2024 in Review

Clarity Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 11,185 shares — an estimated $262K sold.

Clarity Financial first reported a position in GOVT in Q4 2020 and held it in 13 quarters. The position peaked at $671K in Q4 2020. 792 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Clarity Financial reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 11,185 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $262K.
  • Clarity Financial first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • Clarity Financial's iShares US Treasury Bond ETF position peaked at $671K in Q4 2020.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.