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Clearview Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clearview Wealth 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
Q1 		– Sell
-14,358
Closed -$331K – 117
2023
Q4 		$331K Sell
14,358
-11,622
-45% -$259K 0.39% 86
2023
Q3 		$573K Sell
25,980
-20,753
-44% -$467K 0.71% 53
2023
Q2 		$1.07M Buy
46,733
+9,639
+26% +$224K 1.09% 20
2023
Q1 		$867K Sell
37,094
-111,367
-75% -$2.57M 0.88% 25
2022
Q4 		$3.37M Sell
148,461
-197,116
-57% -$4.48M 2.61% 6
2022
Q3 		$7.87M Buy
345,577
+41,202
+14% +$976K 6.23% 4
2022
Q2 		$7.28M Sell
304,375
-56,838
-16% -$1.37M 5.45% 4
2022
Q1 		$9M Buy
361,213
+75,295
+26% +$1.93M 5.91% 3
2021
Q4 		$7.63M Sell
285,918
-1,856
-0.6% -$49.1K 4.65% 3
2021
Q3 		$7.63M Sell
287,774
-169,578
-37% -$4.54M 4.84% 3
2021
Q2 		$12.2M Buy
457,352
+20,535
+5% +$542K 7.51% 1
2021
Q1 		$11.4M Buy
436,817
+127,926
+41% +$3.42M 7.42% 1
2020
Q4 		$8.41M Buy
+308,891
New +$8.52M 5.65% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Clearview Wealth Advisors's GOVT Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 14,358 shares — an estimated $331K sold.

Clearview Wealth Advisors first reported a position in GOVT in Q4 2020 and held it in 13 quarters. The position peaked at $12.2M in Q2 2021. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 14,358 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $331K.
  • Clearview Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • Clearview Wealth Advisors's iShares US Treasury Bond ETF position peaked at $12.2M in Q2 2021.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.