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Ishares Trust Barclays shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by BerganKDV 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 BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $227k 4.9k 45.86
2023-03-31 $23M 497k 46.19
2022-12-31 $22M 470k 45.91
2022-09-30 $28M 618k 45.85
2022-06-30 $27M 558k 48.11
2022-03-31 $25M 504k 49.85
2021-12-31 $23M 434k 53.03
2020-06-30 $4.0k 64 62.50