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Ishares Tr aaa a rated cp shares owned by Fonville Wealth Management

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

Historical chart of Fonville Wealth Management 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 Fonville Wealth Management 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 Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 75k 47.48
2023-12-31 $2.4M 49k 48.13

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Fonville Wealth Management

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