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Ishares Tr cmn shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3k 187 22.98
2024-09-30 $63k 2.7k 23.45
2023-09-30 $3.4k 153 22.04
2022-03-31 $6.0k 232 25.86
2021-06-30 $9.0k 332 27.11

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Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Pnc Financial Services
Hanson McClain Advisors
Assetmark
Morgan Stanley
Charles Schwab Investment Management
FMR
BlackRock
Fund Evaluation Group
Morningstar Investment Management
Mutual Advisors

View all funds holding Ishares Tr cmn