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Ishares Tr cmn shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 104k 23.12
2025-06-30 $2.5M 109k 22.98
2025-03-31 $2.6M 111k 22.98

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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Ishares Tr Us Treas Bd Etf (GOVT)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for 4wealth Advisors

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Morgan Stanley
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock

View all funds holding Ishares Tr cmn