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Ishares Tr cmn shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 20k 23.12
2025-06-30 $465k 20k 22.98
2025-03-31 $462k 20k 22.98
2024-12-31 $442k 19k 22.98

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Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Falcon Wealth Planning

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