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Clear Investment Research’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clear Investment Research’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
2017
Q4 		– Sell
-653
Closed -$16K – 52
2017
Q3 		$16K Sell
653
-549
-46% -$13.9K 0.01% 48
2017
Q2 		$30K Sell
1,202
-1,632
-58% -$41.2K 0.02% 45
2017
Q1 		$71K Sell
2,834
-551
-16% -$13.8K 0.05% 27
2016
Q4 		$84K Hold
3,385
– – 0.06% 26
2016
Q3 		$88K Buy
3,385
+1,085
+47% +$28.4K 0.07% 26
2016
Q2 		$60K Hold
2,300
– – 0.06% 25
2016
Q1 		$59K Buy
+2,300
New +$58.8K 0.05% 24

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clear Investment Research's GOVT Position: Q4 2017 in Review

Clear Investment Research sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2017, closing a stake of 653 shares — an estimated $16K sold.

Clear Investment Research first reported a position in GOVT in Q1 2016 and held it in 7 quarters. The position peaked at $88K in Q3 2016. 143 funds tracked by Wall St. Rank hold GOVT as of Q4 2017.

  • Clear Investment Research reported no remaining iShares US Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Clear Investment Research sold 653 iShares US Treasury Bond ETF shares in Q4 2017, an estimated $16K.
  • Clear Investment Research first reported a position in iShares US Treasury Bond ETF in Q1 2016 and held it in 7 quarters.
  • Clear Investment Research's iShares US Treasury Bond ETF position peaked at $88K in Q3 2016.
  • 143 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2017.

Based on Clear Investment Research's 13F filing for Q4 2017, filed 22 Jan 2018.