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Ishares Tr cmn shares owned by Peak Wealth Management

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

Historical chart of Peak Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 172k 23.03

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock
Morningstar Investment Management

View all funds holding Ishares Tr cmn