Ishares Tr cmn shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $284k | 2.9k | 99.48 |
| 2024-03-31 | $248k | 2.5k | 99.44 |
| 2023-12-31 | $1.4M | 15k | 98.59 |
| 2023-09-30 | $291k | 3.0k | 96.92 |
| 2023-06-30 | $297k | 3.0k | 97.60 |
| 2023-03-31 | $251k | 2.5k | 99.23 |
| 2022-12-31 | $462k | 4.8k | 96.96 |
| 2022-09-30 | $469k | 4.9k | 96.05 |
| 2022-06-30 | $509k | 5.0k | 101.68 |
| 2022-03-31 | $315k | 3.0k | 105.04 |
| 2021-12-31 | $316k | 3.0k | 105.90 |
| 2021-09-30 | $206k | 2.0k | 105.21 |