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Ishares Tr cmn shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 81k 23.12
2025-06-30 $1.8M 77k 22.98
2025-03-31 $1.8M 78k 22.99
2024-12-31 $2.0M 86k 22.98
2024-09-30 $1.9M 81k 23.45
2024-06-30 $1.9M 83k 22.57
2024-03-31 $1.9M 84k 22.77
2023-12-31 $1.6M 70k 23.04

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

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