Ishares Tr cmn shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Ishares Tr cmn
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Download as csvQuarterly reported holdings in Ishares Tr cmn by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $42M | 1.8M | 22.99 |
| 2024-12-31 | $39M | 1.7M | 22.98 |
| 2024-09-30 | $41M | 1.8M | 23.45 |
| 2024-06-30 | $39M | 1.7M | 22.57 |
| 2024-03-31 | $34M | 1.5M | 22.77 |
| 2023-12-31 | $30M | 1.3M | 23.04 |
| 2023-09-30 | $35M | 1.6M | 22.04 |
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