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United Sts Treas Nts shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of United Sts Treas Nts shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in United Sts Treas Nts

Tip: Access up to 7 years of quarterly data

All positions including United Sts Treas Nts held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Sts Treas Nts by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $75k 75k 1.00
2024-03-31 $75k 75k 1.00
2023-09-30 $49k 50k 0.99
2023-06-30 $74k 75k 0.99
2023-03-31 $75k 75k 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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Costco Wholesale Corp Common Stock (COST)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding United Sts Treas Nts

L & S Advisors
McGowan Group Asset Management
Main Street Group
Encompass Wealth Advisors

View all funds holding United Sts Treas Nts