CPFP
GOVT icon

Clear Perspectives Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clear Perspectives Financial Planning’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
-414
Closed -$10K – 219
2022
Q1 		$10K Hold
414
– – ﹤0.01% 162
2021
Q4 		$11K Hold
414
– – ﹤0.01% 169
2021
Q3 		$11K Buy
414
+14
+4% +$375 0.01% 157
2021
Q2 		$11K Sell
400
-1,300
-76% -$34.3K 0.01% 163
2021
Q1 		$45K Sell
1,700
-5,906
-78% -$158K 0.03% 89
2020
Q4 		$207K Buy
+7,606
New +$210K 0.13% 53

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return