Ishares Trust Barclays shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $41k | 875 | 47.20 |
| 2024-09-30 | $46k | 949 | 48.93 |
| 2024-06-30 | $50k | 1.1k | 46.95 |
| 2024-03-31 | $62k | 1.3k | 47.09 |
| 2023-12-31 | $101k | 2.1k | 46.78 |
| 2023-09-30 | $97k | 2.1k | 45.05 |
| 2023-06-30 | $98k | 2.1k | 45.85 |
| 2023-03-31 | $100k | 2.2k | 46.20 |
| 2022-12-31 | $99k | 2.2k | 45.90 |
| 2022-09-30 | $102k | 2.2k | 46.05 |
| 2022-06-30 | $209k | 4.4k | 48.05 |
| 2022-03-31 | $434k | 8.7k | 49.95 |
| 2021-12-31 | $439k | 8.3k | 53.06 |
| 2021-09-30 | $420k | 7.8k | 53.65 |
| 2021-06-30 | $276k | 5.1k | 54.33 |