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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
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)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Microsoft Corporation (MSFT)
salesforce (CRM)
Select Sector Spdr Tr Financial (XLF)
CVS Caremark Corporation (CVS)

View all positions for LifePlan Financial

Top funds holding Ishares Trust Barclays

3EDGE Asset Management
Jpmorgan Chase & Co
Fort Pitt Capital
Northland Capital Management
Kelman-Lazarov
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
Prosperity Planning
Townsquare Capital
Raymond James Financial Services Advisors
Farmers & Merchants Investment
McGuire Investment Group
Jane Street
Creative Financial Designs
Bigelow Investment Advisors

View all funds holding Ishares Trust Barclays