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Ishares Tr cmn shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 76k 23.05
2023-09-30 $3.5M 159k 22.04
2023-06-30 $3.6M 158k 22.90

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View all positions for WCG Wealth Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
Mutual Advisors
United Capital Financial Advisers
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn