Barclays’s Invesco Total Return Bond ETF GTO Stock Holding History

Barclays’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-25,905	Closed	-$1.47M	–	4378
2021 Q3	$1.47M	Buy	25,905 +17,000	+191%	+$975K	﹤0.01%	2539
2021 Q2	$508K	Buy	+8,905	New	+$504K	﹤0.01%	3071

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Barclays's GTO Position: Q4 2021 in Review

Barclays sold out of Invesco Total Return Bond ETF (GTO) in Q4 2021, closing a stake of 25,905 shares — an estimated $1.47M sold.

Barclays first reported a position in GTO in Q2 2021 and held it in 2 quarters. The position peaked at $1.47M in Q3 2021. 122 funds tracked by Wall St. Rank hold GTO as of Q4 2021.

Barclays reported no remaining Invesco Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
Barclays sold 25,905 Invesco Total Return Bond ETF shares in Q4 2021, an estimated $1.47M.
Barclays first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 2 quarters.
Barclays's Invesco Total Return Bond ETF position peaked at $1.47M in Q3 2021.
122 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.