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Ishares Tr cmn shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6k 113 22.98
2024-09-30 $2.6k 113 23.45
2024-03-31 $30k 1.3k 22.77

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Hanson McClain Advisors
FMR
Assetmark
BlackRock
Charles Schwab Investment Management
Fund Evaluation Group
Mutual Advisors
Jpmorgan Chase & Co
Peavine Capital Management
Morningstar Investment Management

View all funds holding Ishares Tr cmn