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Ishares Tr cmn shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $731k 32k 22.77
2024-06-30 $240k 11k 22.57
2024-03-31 $731k 32k 22.77
2023-12-31 $1.3M 55k 23.04
2023-09-30 $2.0M 92k 22.04
2023-06-30 $2.2M 95k 22.90
2023-03-31 $2.1M 94k 23.00
2022-12-31 $2.1M 93k 22.72
2022-09-30 $2.2M 97k 22.76
2022-06-30 $2.4M 100k 23.89
2022-03-31 $2.9M 118k 24.91
2021-12-31 $4.1M 153k 26.68
2021-09-30 $7.8M 294k 26.53
2021-06-30 $8.2M 310k 26.60
2021-03-31 $8.3M 318k 26.19
2020-12-31 $17M 611k 27.24