Clear Harbor Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clear Harbor Asset Management’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
2026 Q2	$513K	Sell	22,527 -1,625	-7%	-$37K	0.03%	304
2026 Q1	$553K	Sell	24,152 -730	-3%	-$16.8K	0.04%	299
2025 Q4	$573K	Sell	24,882 -1,793	-7%	-$41.5K	0.04%	285
2025 Q3	$617K	Sell	26,675 -9,950	-27%	-$228K	0.04%	257
2025 Q2	$842K	Sell	36,625 -620	-2%	-$14.1K	0.06%	210
2025 Q1	$856K	Sell	37,245 -46,200	-55%	-$1.05M	0.07%	193
2024 Q4	$1.92M	Buy	83,445 +68,105	+444%	+$1.55M	0.15%	107
2024 Q3	$360K	Hold	15,340	–	–	0.03%	271
2024 Q2	$346K	Buy	15,340 +986	+7%	+$22.1K	0.03%	268
2024 Q1	$327K	Sell	14,354 -4,450	-24%	-$101K	0.03%	283
2023 Q4	$433K	Sell	18,804 -19,744	-51%	-$439K	0.04%	240
2023 Q3	$850K	Buy	38,548 +135	+0.4%	+$3.04K	0.09%	154
2023 Q2	$880K	Buy	38,413 +325	+0.9%	+$7.54K	0.09%	159
2023 Q1	$890K	Buy	38,088 +813	+2%	+$18.8K	0.09%	172
2022 Q4	$847K	Buy	37,275 +3,585	+11%	+$81.5K	0.11%	157
2022 Q3	$767K	Buy	33,690 +895	+3%	+$21.2K	0.11%	148
2022 Q2	$784K	Buy	32,795 +490	+2%	+$11.8K	0.1%	156
2022 Q1	$805K	Buy	32,305 +3,990	+14%	+$102K	0.09%	167
2021 Q4	$755K	Buy	28,315 +1,590	+6%	+$42.1K	0.08%	183
2021 Q3	$709K	Buy	26,725 +15,750	+144%	+$422K	0.01%	194
2021 Q2	$292K	Buy	10,975 +350	+3%	+$9.24K	0.04%	282
2021 Q1	$278K	Buy	+10,625	New	+$284K	0.04%	274

Other funds holding GOVT

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Clear Harbor Asset Management's GOVT Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 6.7% in Q2 2026, selling an estimated $37K and leaving 22,527 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #304.

Clear Harbor Asset Management first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2024. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Clear Harbor Asset Management held 22,527 shares of iShares US Treasury Bond ETF worth $513K as of Q2 2026.
Clear Harbor Asset Management sold 1,625 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $37K.
iShares US Treasury Bond ETF made up 0.03% of Clear Harbor Asset Management's portfolio in Q2 2026, its #304 holding.
Clear Harbor Asset Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
Clear Harbor Asset Management's iShares US Treasury Bond ETF position peaked at $1.92M in Q4 2024.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.