A. Montag and Associates »

iShares Brclys Intrdte Gov/Crt Bd shares owned by A. Montag and Associates

Quarter-by-quarter ownership of iShares Brclys Intrdte Gov/Crt Bd (GVI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in iShares Brclys Intrdte Gov/Crt Bd

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All positions including iShares Brclys Intrdte Gov/Crt Bd held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Brclys Intrdte Gov/Crt Bd by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 20k 104.76
2023-09-30 $2.0M 20k 101.33
2023-06-30 $2.1M 20k 102.90
2023-03-31 $1.6M 15k 104.49
2022-12-31 $1.4M 13k 102.46
2022-09-30 $1.2M 12k 101.68
2022-06-30 $1.1M 11k 105.53
2022-03-31 $1.1M 10k 108.51

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Fifth Third Bancorp
Stifel Financial
Bank of America Corporation
Umb Bank N A
Alan Leist III
Us Bancorp
Envestnet Portfolio Solutions
German American Bancorp
Johnson Financial Group
DT Investment Partners
First Citizens Asset Management
Pnc Financial Services
Bank of New York Mellon
Assetmark
Horizon Bancorp

View all funds holding iShares Brclys Intrdte Gov/Crt Bd