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Ishares Tr cmn shares owned by Waystone Advisors

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

Historical chart of Waystone Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Waystone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 48k 23.03

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Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
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Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Waystone Advisors

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