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Ishares Tr cmn shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 13k 23.12

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
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Microsoft Corporation (MSFT)
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View all positions for Capital Performance 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