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Ishares Tr cmn shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 19k 23.26
2022-12-31 $25k 1.1k 23.10

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
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View all positions for Accurate Wealth Management

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