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Clearwater Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clearwater Capital 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
2022
Q4 		– Sell
-10,349
Closed -$236K – 165
2022
Q3 		$236K Buy
+10,349
New +$245K 0.03% 139
2018
Q2 		– Sell
-629
Closed -$16K – 332
2018
Q1 		$16K Buy
+629
New +$15.5K ﹤0.01% 413

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearwater Capital Advisors's GOVT Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 10,349 shares — an estimated $236K sold.

Clearwater Capital Advisors first reported a position in GOVT in Q1 2018 and held it in 2 quarters. The position peaked at $236K in Q3 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Clearwater Capital Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 10,349 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $236K.
  • Clearwater Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
  • Clearwater Capital Advisors's iShares US Treasury Bond ETF position peaked at $236K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.