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Ishares Tr cmn shares owned by Sun Group Wealth Partners

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Sun Group Wealth Partners from 13F filings

Historical chart of Sun Group Wealth Partners investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Sun Group Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $377k 17k 21.87

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View all positions for Sun Group Wealth Partners

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
Charles Schwab Investment Management
Sixth Street Partners Management Company
Wealth Enhancement Advisory Services
TIAA Wealth Investment Management
Assetmark
BlackRock
Hanson McClain Advisors
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services

View all funds holding Ishares Tr cmn