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Ishares Trust Barclays shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 27k 46.79
2023-09-30 $1.7M 39k 45.04
2023-06-30 $1.9M 41k 45.86
2023-03-31 $1.9M 41k 46.19
2022-12-31 $1.6M 35k 45.91
2022-09-30 $1.6M 36k 45.85
2022-06-30 $1.4M 28k 48.11