Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Ishares Tr aaa a rated cp shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $381k 8.0k 47.84
2025-03-31 $1.3M 27k 47.53
2024-12-31 $113M 2.4M 46.79

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Ishares Tr aaa a rated cp

FMR
Envestnet Asset Management
LPL Financial
Miracle Mile Advisors
HighTower Advisors
MAI Wealth Advisors
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
UBS Group
Assetmark
Commonwealth Equity Services
Ameriprise Financial
Jpmorgan Chase & Co
Parcion Private Wealth

View all funds holding Ishares Tr aaa a rated cp