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Ishares Tr aaa a rated cp shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $103k 2.2k 47.52

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
State of New Jersey Common Pension Fund D
MAI Wealth Advisors
Goldman Sachs Group
Morgan Stanley
Betterment
LPL Financial
UBS Group
Bank of America Corporation
Resources Investment Advisors
Raymond James Financial
Ameriprise Financial
Mml Investors Services
Parcion Private Wealth
Schroder Investment Management Group

View all funds holding Ishares Tr aaa a rated cp