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Ishares Tr cmn shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 542k 23.12
2025-06-30 $13M 582k 22.98
2025-03-31 $13M 571k 22.99
2024-12-31 $10M 436k 22.98
2024-09-30 $5.6M 239k 23.45
2024-06-30 $4.1M 184k 22.57
2024-03-31 $2.1M 94k 22.77
2023-12-31 $430k 19k 23.04