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Ishares Tr cmn shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $948k 41k 23.12
2025-06-30 $580k 25k 22.98

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Wealth Enhancement Advisory Services
Assetmark
Charles Schwab Investment Management
Hanson McClain Advisors
Jordan Park Group
Fund Evaluation Group
BlackRock
Morningstar Investment Management
FMR

View all funds holding Ishares Tr cmn