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Ishares Trust Barclays shares owned by Gradient Investments

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 433 47.10
2021-03-31 $2.0k 35 57.14

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

Top funds holding Ishares Trust Barclays

Pathstone Holdings
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
Tortoise Investment Management
Bank of America Corporation
AE Wealth Management
Marcia E. Wade
Krilogy Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Jane Street
Advisor Group Holdings
Sykon Capital
Franklin Resources

View all funds holding Ishares Trust Barclays