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Ishares Trust Barclays shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-03-31 $32k 737 43.90

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Ishares Trust Barclays

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

View all funds holding Ishares Trust Barclays