Kathleen S. Wright Associates »

iShares Brclys Intrdte Gov/Crt Bd shares owned by Kathleen S. Wright Associates

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

Historical chart of Kathleen S. Wright Associates investment in iShares Brclys Intrdte Gov/Crt Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares Brclys Intrdte Gov/Crt Bd held by Kathleen S. Wright 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 156 107.10

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Bank of America Corporation
Stifel Financial
Eastern Bank
Envestnet Asset Management
Fifth Third Bancorp
Umb Bank N A
Keybank National Association
Financial Counselors
Atlantic Trust
German American Bancorp
Jpmorgan Chase & Co
Pnc Financial Services
Bank of New York Mellon
Us Bancorp
Morgan Stanley

View all funds holding iShares Brclys Intrdte Gov/Crt Bd