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Ishares Trust Barclays shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 46k 42.93
2024-09-30 $2.0M 46k 44.79
2024-06-30 $1.7M 41k 43.07
2024-03-31 $1.4M 33k 43.39
2023-12-31 $1.2M 27k 44.25

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
salesforce (CRM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ishares Tr Modert Alloc Etf (AOM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

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
Deutsche Bank Aktiengesellschaft
BlackRock
Kelman-Lazarov
Farmers & Merchants Investment
Portland Global Advisors
McGuire Investment Group
Sanctuary Advisors
Bank of America Corporation
Bigelow Investment Advisors

View all funds holding Ishares Trust Barclays