Clean Yield Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-8,000	Closed	-$181K	–	481
2024 Q2	$181K	Sell	8,000 -5,000	-38%	-$112K	0.07%	129
2024 Q1	$296K	Sell	13,000 -4,000	-24%	-$90.9K	0.12%	107
2023 Q4	$392K	Sell	17,000 -10,200	-38%	-$227K	0.17%	87
2023 Q3	$600K	Buy	27,200 +4,700	+21%	+$106K	0.27%	66
2023 Q2	$515K	Sell	22,500 -4,500	-17%	-$104K	0.21%	77
2023 Q1	$631K	Buy	27,000 +15,000	+125%	+$346K	0.27%	72
2022 Q4	$273K	Buy	+12,000	New	+$273K	0.12%	106
2022 Q2	–	Sell	-477	Closed	-$12K	–	440
2022 Q1	$12K	Buy	+477	New	+$12.2K	﹤0.01%	347

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clean Yield Group's GOVT Position: Q3 2024 in Review

Clean Yield Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 8,000 shares — an estimated $181K sold.

Clean Yield Group first reported a position in GOVT in Q1 2022 and held it in 8 quarters. The position peaked at $631K in Q1 2023. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Clean Yield Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Clean Yield Group sold 8,000 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $181K.
Clean Yield Group first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
Clean Yield Group's iShares US Treasury Bond ETF position peaked at $631K in Q1 2023.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.