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Ishares Tr shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of Ishares Tr (GOVZ) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in Ishares Tr

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All positions including Ishares Tr held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $407k 30k 13.42
2022-06-30 $485k 31k 15.66

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding Ishares Tr

BlackRock
Wealth Enhancement Advisory Services
Commonwealth Equity Services
LPL Financial
Bank of America Corporation
Brown Advisory Holdings Incorporated
Sepio Capital
Royal Bank of Canada
Clear Creek Financial Management
Jpmorgan Chase & Co
Private Advisor
Susquehanna International
Citadel Advisors
Wolverine Trading
Mbb Public Markets I

View all funds holding Ishares Tr