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United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25 shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25 shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25

Tip: Access up to 7 years of quarterly data

All positions including United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25 held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25 by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 20k 0.99

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25

Wall Street Access Asset Management
CFG Wealth Management Services

View all funds holding United States Treas Bills 0.000 08/06/26 B/e Dtd 08/07/25