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Ishares Tr cmn shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $752k 32k 23.45
2024-06-30 $691k 31k 22.57
2024-03-31 $1.0M 45k 22.77

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Cherrydale Wealth Management

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