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Ishares Tr cmn shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 12k 23.12
2025-06-30 $213k 9.3k 22.98
2023-06-30 $655k 29k 22.90
2023-03-31 $586k 25k 23.38
2022-12-31 $243k 11k 22.72

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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
Morgan Stanley
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock

View all funds holding Ishares Tr cmn