Wellington-altus Usa »

Ishares Tr cmn shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 4.0k 22.91
2026-03-31 $91k 4.0k 22.78
2025-12-31 $46k 2.0k 23.03

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Wealth Enhancement Advisory Services
BlackRock
Hanson McClain Advisors
Fund Evaluation Group

View all funds holding Ishares Tr cmn