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

Quarter filed Position value Share count Share price at filing
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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Nvidia Corporation Stock (NVDA)
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View all positions for EverSource Wealth Advisors

Top funds holding Ishares Trust Barclays

Jpmorgan Chase & Co
Fort Pitt Capital
Northland Capital Management
Prosperity Planning
Resources Investment Advisors
Financial Engines Advisors L.L.C
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
BlackRock
Kelman-Lazarov
Farmers & Merchants Investment
Portland Global Advisors
McGuire Investment Group
Sanctuary Advisors
Morgan Stanley

View all funds holding Ishares Trust Barclays