Ishares Trust Barclays shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Ishares Trust Barclays
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All positions including Ishares Trust Barclays held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Trust Barclays by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 5.6k | 44.35 |
| 2025-06-30 | $259k | 5.9k | 43.95 |
| 2025-03-31 | $246k | 5.6k | 43.90 |
| 2024-12-31 | $240k | 5.6k | 42.93 |
| 2024-09-30 | $250k | 5.6k | 44.79 |
| 2024-06-30 | $240k | 5.6k | 43.07 |
| 2024-03-31 | $281k | 6.5k | 43.39 |
| 2023-12-31 | $349k | 7.9k | 44.25 |
| 2023-09-30 | $243k | 5.8k | 41.78 |
| 2023-06-30 | $300k | 6.8k | 43.84 |
| 2023-03-31 | $303k | 6.8k | 44.46 |
| 2022-12-31 | $166k | 3.8k | 43.54 |