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Ishares Trust Barclays shares owned by Veridan Wealth

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

Historical chart of Veridan Wealth investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Trust Barclays by Veridan Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 22k 48.65

More positions owned by Veridan Wealth

Rocket Cos Com Cl A (RKT)
Wells Fargo & Company (WFC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Rus Top 200 Etf (IWL)
New York Life Investments Et Ftse Intl Eqty C (HFXI)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Msci Intl Moment (IMTM)
Rocket Cos Put Put Option (Principal)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Veridan Wealth

Top funds holding Ishares Trust Barclays

UBS Group
AE Wealth Management
Arvest Investments
Prudential
LPL Financial
Syon Capital
Hancock Bank Trust Department
Prepared Retirement Institute
Morgan Stanley
Ubs Global Asset Management Americas
Marcia E. Wade
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Raymond James Financial

View all funds holding Ishares Trust Barclays