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Ishares Trust Barclays shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 46k 44.54
2025-09-30 $2.0M 46k 44.35
2025-06-30 $1.8M 40k 43.95
2025-03-31 $986k 23k 43.90
2024-12-31 $966k 23k 42.93

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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
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View all positions for Great Valley Advisor Group

Top funds holding Ishares Trust Barclays

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

View all funds holding Ishares Trust Barclays