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Ishares Tr shares owned by Gould Asset Management

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Gould Asset Management from 13F filings

Historical chart of Gould Asset Management investment in Ishares Tr

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All positions including Ishares Tr held by Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 30k 36.39
2023-09-30 $712k 22k 32.43
2023-06-30 $813k 24k 33.82
2023-03-31 $677k 22k 30.90
2022-12-31 $623k 22k 28.43

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis Spdr Gld Minis (GLDM)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Sp500 Fosl Etf Spdr S&p 500 Etf (SPYX)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Apple (AAPL)
Vanguard St Tips Bond Strm Infproidx (VTIP)
Pimcototal Return Etf Active Bd Etf (BOND)

View all positions for Gould Asset Management

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Financial Council Asset Management
Gould Asset Management
Bank of America Corporation

View all funds holding Ishares Tr