Clear Perspectives Financial Planning, LLC Ishares U.S. Treasury Bond ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$23.28 - $24.82 $9,637 - $10,275	-414 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$26.48 - $26.97 $370 - $377	14 Added 3.5%	414 $11,000
Q2 2021 Aug 05, 2021	SELL	$26.19 - $26.61 $34,047 - $34,593	-1,300 Reduced 76.47%	400 $11,000
Q1 2021 May 06, 2021	SELL	$26.12 - $27.38 $154,264 - $161,706	-5,906 Reduced 77.65%	1,700 $45,000
Q4 2020 Feb 01, 2021	BUY	$27.24 - $27.93 $207,187 - $212,435	7,606 New	7,606 $207,000

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.45 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.52 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$821 Million
0.55% of portfolio

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

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