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Ishares Tr cmn shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $378k 17k 22.78

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Citigroup Com New (C)
Micron Technology (MU)
Wells Fargo & Company (WFC)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Marathon Petroleum Corp (MPC)

View all positions for Avantra Family Wealth

Top funds holding Ishares Tr cmn

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
Hanson McClain Advisors
BlackRock
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Jordan Park Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn