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Clear Rock Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clear Rock Advisors’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
Q2 		$21.1M Buy
937,059
+16,389
+2% +$367K 9.04% 3
2024
Q1 		$21M Buy
920,670
+22,179
+2% +$504K 9.1% 3
2023
Q4 		$20.4M Buy
+898,491
New +$20M 9.21% 3

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Rock Advisors's GOVT Position: Q2 2024 in Review

Clear Rock Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1.8% in Q2 2024, buying an estimated $367K and bringing the position to 937,059 shares worth $21.1M. The position accounts for 9.04% of the portfolio, ranked #3.

Clear Rock Advisors first reported a position in GOVT in Q4 2023 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Clear Rock Advisors held 937,059 shares of iShares US Treasury Bond ETF worth $21.1M as of Q2 2024.
  • Clear Rock Advisors bought 16,389 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $367K.
  • iShares US Treasury Bond ETF made up 9.04% of Clear Rock Advisors's portfolio in Q2 2024, its #3 holding.
  • Clear Rock Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.