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Ishares Trust Barclays shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 5.0k 44.23

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha Us Awar Etf (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Davis Wealth Advisors

Top funds holding Ishares Trust Barclays

BlackRock
Colony
Jpmorgan Chase & Co
Portland Global Advisors
LPL Financial
Prosperity Planning
Farmers & Merchants Investment
Resources Investment Advisors
Northland Capital Management
Deutsche Bank Aktiengesellschaft
McGuire Investment Group
Morgan Stanley
Sanctuary Advisors
Beverly Hills Private Wealth
Financial Engines Advisors L.L.C

View all funds holding Ishares Trust Barclays