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Ishares Trust Barclays shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $515k 11k 49.08
2025-09-30 $516k 11k 49.07
2025-06-30 $489k 10k 48.72
2025-03-31 $264k 5.5k 48.00
2024-12-31 $304k 6.4k 47.20

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

Top funds holding Ishares Trust Barclays

Syon Capital
UBS Group
AE Wealth Management
Arvest Investments
LPL Financial
Hancock Bank Trust Department
Prepared Retirement Institute
Prudential
Marcia E. Wade
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Krilogy Financial
Raymond James Financial
Ameriprise Financial

View all funds holding Ishares Trust Barclays