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Ishares Tr aaa a rated cp shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in Ishares Tr aaa a rated cp

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All positions including Ishares Tr aaa a rated cp held by Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 34k 48.47
2025-06-30 $1.7M 36k 47.84
2025-03-31 $1.8M 38k 47.53
2024-12-31 $572k 12k 46.79

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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