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Ishares Tr cmn shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 54k 23.12
2025-06-30 $1.2M 53k 22.99
2025-03-31 $1.2M 53k 22.99

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)

View all positions for Bestgate Wealth 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