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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Heirloom 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34M 1.5M 22.77
2023-12-31 $30M 1.3M 23.04
2023-09-30 $35M 1.6M 22.04