Ishares Trust Barclays shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Trust Barclays
Tip: Access up to 7 years of quarterly data
All positions including Ishares Trust Barclays held by EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $643k | 14k | 44.54 |
| 2025-06-30 | $634k | 14k | 43.95 |
| 2025-03-31 | $796k | 18k | 43.90 |
| 2024-12-31 | $870k | 20k | 42.93 |
| 2024-09-30 | $935k | 21k | 44.79 |
| 2024-06-30 | $1.0M | 24k | 43.07 |
| 2024-03-31 | $1.2M | 29k | 43.39 |
| 2023-12-31 | $1.4M | 33k | 44.25 |
| 2023-09-30 | $1.4M | 33k | 41.78 |
| 2023-06-30 | $1.5M | 450k | 3.24 |
| 2023-03-31 | $41M | 1.1M | 36.68 |
| 2022-12-31 | $364k | 8.4k | 43.51 |
| 2019-12-31 | $258k | 5.1k | 50.16 |
| 2019-09-30 | $474k | 9.4k | 50.34 |