Ishares Trust Barclays shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $826k | 17k | 49.07 |
| 2025-06-30 | $864k | 18k | 48.72 |
| 2025-03-31 | $1.0M | 22k | 48.00 |
| 2024-12-31 | $1.7M | 36k | 47.20 |
| 2024-09-30 | $1.7M | 36k | 48.93 |
| 2024-06-30 | $1.7M | 35k | 46.95 |
| 2024-03-31 | $1.4M | 30k | 47.10 |
| 2023-12-31 | $1.3M | 28k | 46.79 |
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