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Ishares Tr cmn shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 976 22.78

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
BlackRock
Hanson McClain Advisors
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Morningstar Investment Management

View all funds holding Ishares Tr cmn