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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Clear Perspectives Financial Planning's GOVT Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 414 shares — an estimated $10K sold.

Clear Perspectives Financial Planning first reported a position in GOVT in Q4 2020 and held it in 6 quarters. The position peaked at $207K in Q4 2020. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 414 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $10K.
Clear Perspectives Financial Planning first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's iShares US Treasury Bond ETF position peaked at $207K in Q4 2020.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.