Holistic Planning »

Ishares Tr cmn shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr cmn by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 117k 22.78

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Ishares Tr cmn

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Charles Schwab Investment Management
Sixth Street Partners Management Company
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Wealth Enhancement Advisory Services
BlackRock
Hanson McClain Advisors
Fund Evaluation Group

View all funds holding Ishares Tr cmn