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Wstrn Asst Core Bd I mutual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Wstrn Asst Core Bd I mutual fund (WATFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Wstrn Asst Core Bd I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Wstrn Asst Core Bd I mutual fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wstrn Asst Core Bd I mutual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 141k 10.92
2024-06-30 $1.5M 140k 10.47
2024-03-31 $1.5M 141k 10.59
2023-09-30 $1.7M 165k 10.10
2023-06-30 $1.6M 149k 10.65
2023-03-31 $1.5M 141k 10.86
2022-12-31 $1.5M 141k 10.58
2022-09-30 $1.6M 157k 10.44
2022-06-30 $2.0M 176k 11.16
2022-03-31 $2.9M 240k 12.01
2021-12-31 $3.2M 245k 13.09
2021-09-30 $3.1M 232k 13.19
2021-06-30 $3.1M 238k 13.23
2021-03-31 $3.5M 269k 13.18

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Wstrn Asst Core Bd I mutual fund

Encompass Wealth Advisors
Grey Fox Wealth Advisors

View all funds holding Wstrn Asst Core Bd I mutual fund