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US Treasury 4.375 10/31/24 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of US Treasury 4.375 10/31/24 shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in US Treasury 4.375 10/31/24

Tip: Access up to 7 years of quarterly data

All positions including US Treasury 4.375 10/31/24 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 4.375 10/31/24 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $692k 700k 0.99
2023-06-30 $716k 725k 0.99
2023-03-31 $501k 500k 1.00
2022-12-31 $499k 500k 1.00

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 4.375 10/31/24

L & S Advisors
Game Plan Financial Advisors
Main Street Group
Partners Capital Investment Group

View all funds holding US Treasury 4.375 10/31/24