Ishares Trust Barclays shares owned by Bogart Wealth
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 306 | 49.07 |
| 2025-06-30 | $15k | 306 | 48.72 |
| 2025-03-31 | $15k | 306 | 48.00 |
| 2024-12-31 | $14k | 306 | 47.20 |
| 2024-09-30 | $15k | 306 | 48.93 |
| 2024-06-30 | $14k | 306 | 46.95 |
| 2024-03-31 | $14k | 306 | 47.10 |
| 2023-12-31 | $14k | 306 | 46.79 |
| 2023-09-30 | $40k | 891 | 45.04 |
| 2023-06-30 | $41k | 891 | 45.86 |
| 2023-03-31 | $41k | 891 | 46.19 |
| 2022-12-31 | $41k | 891 | 45.91 |
| 2022-09-30 | $169k | 3.7k | 45.89 |
| 2022-06-30 | $186k | 3.9k | 47.99 |
| 2022-03-31 | $222k | 4.4k | 49.91 |
| 2021-12-31 | $21M | 402k | 53.03 |
| 2021-09-30 | $21M | 393k | 54.06 |
| 2021-06-30 | $41M | 749k | 54.38 |
| 2021-03-31 | $29M | 545k | 53.86 |