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Ishares Trust Barclays shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Trust Barclays by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 28k 44.25
2023-09-30 $662k 16k 41.78
2023-06-30 $310k 7.1k 43.84

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

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