Ishares Trust Barclays shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 455 | 44.35 |
| 2025-06-30 | $20k | 455 | 43.95 |
| 2025-03-31 | $40k | 906 | 43.90 |
| 2024-12-31 | $45k | 1.0k | 42.93 |
| 2024-09-30 | $46k | 1.0k | 44.79 |
| 2024-06-30 | $45k | 1.0k | 44.00 |
| 2024-03-31 | $43k | 1.0k | 42.15 |
| 2023-12-31 | $66k | 1.5k | 44.25 |
| 2023-09-30 | $34k | 804 | 41.78 |
| 2023-06-30 | $85k | 1.9k | 43.84 |
| 2023-03-31 | $54k | 1.2k | 44.46 |
| 2022-12-31 | $54k | 1.2k | 43.50 |
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