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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
More positions owned by Monticello Wealth Management
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