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Ishares Trust Barclays shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 64k 49.07
2025-06-30 $2.6M 54k 48.72
2025-03-31 $3.1M 64k 48.00
2024-12-31 $2.1M 46k 47.20