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Ishares Trust Barclays shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 9.6k 49.07
2025-06-30 $345k 7.1k 48.72

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Home Depot (HD)

View all positions for Visionary Wealth Advisors

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