Ishares Tr cmn shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 408k | 23.04 |
| 2023-09-30 | $7.5M | 338k | 22.04 |
| 2023-06-30 | $7.4M | 324k | 22.90 |
| 2023-03-31 | $6.7M | 288k | 23.38 |
| 2022-12-31 | $6.5M | 287k | 22.72 |
| 2022-09-30 | $6.5M | 291k | 22.22 |
| 2022-06-30 | $7.2M | 300k | 23.90 |
| 2022-03-31 | $7.5M | 282k | 26.68 |
| 2021-12-31 | $7.5M | 282k | 26.68 |
| 2021-09-30 | $7.3M | 275k | 26.53 |
| 2021-06-30 | $7.7M | 290k | 26.60 |
| 2021-03-31 | $8.6M | 328k | 26.19 |
| 2020-12-31 | $8.7M | 319k | 27.24 |
| 2020-09-30 | $6.1M | 217k | 27.95 |
| 2020-06-30 | $4.7M | 168k | 27.98 |
| 2020-03-31 | $8.3M | 296k | 28.01 |
| 2019-12-31 | $7.4M | 287k | 25.94 |
| 2019-09-30 | $1.3M | 48k | 26.32 |