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Ishares Tr cmn shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Westshore Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 272k 23.04

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
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Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Westshore Wealth

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
United Capital Financial Advisers
Mutual Advisors
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn