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Ishares Trust Barclays shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by Prepared Retirement Institute consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 244k 49.07
2025-06-30 $7.6M 156k 48.72
2025-03-31 $2.9M 60k 48.00

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

Top funds holding Ishares Trust Barclays

Syon Capital
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
AE Wealth Management
Systelligence
LPL Financial
Morgan Stanley
Hancock Bank Trust Department
Wells Fargo & Company
Prepared Retirement Institute
Marcia E. Wade
Advisor Group Holdings
Krilogy Financial
P.J. Schmidt Investment Management

View all funds holding Ishares Trust Barclays