Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthPlan Investment Management »

Ishares Trust Barclays shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Ishares Trust Barclays by WealthPlan Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$261k	5.9k	44.35
2025-06-30	$259k	5.9k	43.95

More positions owned by WealthPlan Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

NVIDIA Corporation (NVDA)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Alphabet Cap Stk Cl C (GOOG)

Ishares Tr Core S&p500 Etf (IVV)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Spdr Series Trust Portfolio Agrgte (SPAB)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Core Msci Emkt (IEMG)

Casey's General Stores (CASY)

Simplify Exchange Traded Fun Hedged Equity (HEQT)

Wal-Mart Stores (WMT)

Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Ishares Trust Barclays

Kovitz Investment Group Partners

Northland Capital Management

Jpmorgan Chase & Co

Portland Global Advisors

Prosperity Planning

Farmers & Merchants Investment

Resources Investment Advisors

Deutsche Bank Aktiengesellschaft

McGuire Investment Group

Financial Engines Advisors L.L.C

Beverly Hills Private Wealth

Envestnet Asset Management

View all funds holding Ishares Trust Barclays

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z