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Ishares Tr cmn shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 249k 23.45
2024-06-30 $5.6M 250k 22.57
2024-03-31 $7.9M 347k 22.77
2023-12-31 $7.8M 340k 23.04
2023-09-30 $6.5M 294k 22.04
2023-06-30 $2.1M 91k 22.90
2023-03-31 $1.3M 56k 23.38
2022-12-31 $276k 12k 22.72

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Hanson McClain Advisors
Morgan Stanley
Assetmark
BlackRock
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Jpmorgan Chase & Co
Mutual Advisors
Peavine Capital Management

View all funds holding Ishares Tr cmn