Ishares Trust Barclays shares owned by Prosperity Planning
Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Ishares Trust Barclays
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Quarterly reported holdings in Ishares Trust Barclays by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 226k | 44.79 |
| 2024-06-30 | $9.3M | 216k | 43.07 |
| 2024-03-31 | $8.8M | 203k | 43.39 |
| 2023-12-31 | $7.7M | 174k | 44.25 |
| 2023-09-30 | $6.6M | 157k | 41.78 |
| 2023-06-30 | $6.5M | 148k | 43.84 |
| 2023-03-31 | $5.9M | 133k | 44.46 |
| 2022-12-31 | $5.6M | 137k | 41.17 |
| 2022-09-30 | $5.9M | 137k | 43.01 |
| 2022-06-30 | $5.8M | 112k | 51.85 |
| 2022-03-31 | $6.0M | 112k | 53.29 |
| 2021-12-31 | $5.6M | 112k | 49.74 |
| 2021-09-30 | $5.0M | 100k | 49.99 |
| 2021-06-30 | $4.7M | 95k | 50.00 |
| 2021-03-31 | $4.0M | 79k | 50.29 |
| 2020-12-31 | $3.1M | 61k | 51.01 |