Encompass Wealth Advisors »

US Treasury 4.875 04/30/26 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of US Treasury 4.875 04/30/26 shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in US Treasury 4.875 04/30/26

Tip: Access up to 7 years of quarterly data

All positions including US Treasury 4.875 04/30/26 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in US Treasury 4.875 04/30/26 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 200k 1.02
2024-06-30 $160k 160k 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)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
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 US Treasury 4.875 04/30/26

Encompass Wealth Advisors

View all funds holding US Treasury 4.875 04/30/26