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Ishares Tr aaa a rated cp shares owned by Change Path

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Ishares Tr aaa a rated cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr aaa a rated cp held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr aaa a rated cp by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $883k 18k 48.11
2023-09-30 $880k 20k 45.10
2023-06-30 $2.5M 53k 47.66
2023-03-31 $2.5M 52k 47.83
2020-12-31 $229k 3.9k 58.48

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Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Wells Fargo & Company
Madison Asset Management
HighTower Advisors
Pacific Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
UBS Group
Stratos Wealth Partners
Bank of America Corporation
Migdal Insurance & Financial Holdings
Apex Investment Services
Creative Planning

View all funds holding Ishares Tr aaa a rated cp