Ishares Trust Barclays shares owned by Fermata Advisors
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $922k | 20k | 47.10 |
| 2023-12-31 | $7.1M | 151k | 46.79 |
| 2023-09-30 | $6.8M | 150k | 45.04 |
| 2023-03-31 | $3.1M | 66k | 46.19 |
| 2022-12-31 | $4.1M | 90k | 45.91 |
| 2022-09-30 | $2.2M | 48k | 45.86 |
| 2022-06-30 | $2.4M | 51k | 48.12 |
| 2022-03-31 | $3.4M | 68k | 49.85 |
| 2021-12-31 | $4.0M | 75k | 53.04 |
| 2021-09-30 | $3.4M | 63k | 54.07 |
| 2021-06-30 | $851k | 16k | 54.37 |