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Ishares Tr cmn shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 74k 22.91
2021-12-31 $1.0k 40 25.00

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
Hanson McClain Advisors
BlackRock
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Jordan Park Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn