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Ishares Tr cmn shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $457k 20k 22.91
2025-12-31 $454k 20k 23.03

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
Hanson McClain Advisors
BlackRock
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Jordan Park Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn