Ishares Tr cmn shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 800k | 23.12 |
| 2025-06-30 | $20M | 863k | 22.98 |
| 2025-03-31 | $21M | 928k | 22.99 |
| 2024-12-31 | $23M | 1.0M | 22.98 |
| 2024-09-30 | $29M | 1.3M | 23.45 |
| 2024-06-30 | $37M | 1.6M | 22.57 |
| 2024-03-31 | $36M | 1.6M | 22.77 |
| 2023-12-31 | $34M | 1.5M | 23.04 |