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US Treasury 2.500 01/31/24 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of US Treasury 2.500 01/31/24 shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in US Treasury 2.500 01/31/24

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All positions including US Treasury 2.500 01/31/24 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in US Treasury 2.500 01/31/24 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $198k 200k 0.99
2023-06-30 $226k 230k 0.98
2023-03-31 $226k 230k 0.98
2022-12-31 $225k 230k 0.98
2022-09-30 $225k 230k 0.98
2022-06-30 $228k 230k 0.99
2022-03-31 $131k 130k 1.01

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding US Treasury 2.500 01/31/24

Tucker Asset Management
Highlander Capital Management

View all funds holding US Treasury 2.500 01/31/24