Ishares Trust Barclays shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Trust Barclays
Tip: Access up to 7 years of quarterly data
All positions including Ishares Trust Barclays held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Trust Barclays by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $997k | 23k | 43.55 |
| 2023-09-30 | $652k | 16k | 41.78 |
| 2023-06-30 | $729k | 17k | 43.84 |
| 2023-03-31 | $771k | 17k | 44.46 |
| 2022-12-31 | $1.1M | 25k | 43.50 |
| 2022-09-30 | $1.5M | 36k | 43.01 |
| 2022-06-30 | $1.6M | 36k | 45.54 |
| 2022-03-31 | $1.1M | 22k | 47.74 |