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Ishares Tr aaa a rated cp shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $519k 11k 48.13
2023-09-30 $456k 10k 45.08
2023-06-30 $510k 11k 47.18
2023-03-31 $460k 9.6k 47.84

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View all positions for Summit X

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