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Ishares Tr shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (GOVZ) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 573k 10.76
2024-06-30 $6.0M 562k 10.76

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Value (VLUE)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding Ishares Tr

Consolidated Planning Corp
Traphagen Investment Advisors
Strategies Wealth Advisors
Cerro Pacific Wealth Advisors
LPL Financial
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
SpiderRock Advisors
Brown Advisory Holdings Incorporated
Royal Bank of Canada
Jane Street
Citadel Advisors
Bank of America Corporation
Cetera Investment Advisers

View all funds holding Ishares Tr