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FHLBanks 5.400 08/13/29 CALd shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of FHLBanks 5.400 08/13/29 CALd shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in FHLBanks 5.400 08/13/29 CALd

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All positions including FHLBanks 5.400 08/13/29 CALd held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FHLBanks 5.400 08/13/29 CALd by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $80k 80k 1.00

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iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
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iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
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Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding FHLBanks 5.400 08/13/29 CALd

Encompass Wealth Advisors

View all funds holding FHLBanks 5.400 08/13/29 CALd