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Ishares Tr aaa a rated cp shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors 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 Beaumont Financial Advisors 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $632k 13k 49.15
2024-06-30 $603k 13k 46.86
2024-03-31 $611k 13k 47.48
2023-12-31 $620k 13k 48.13
2023-09-30 $674k 15k 45.08
2023-06-30 $706k 15k 47.18
2023-03-31 $715k 15k 47.84
2022-12-31 $694k 15k 46.32

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
LPL Financial
Bank of America Corporation
Envestnet Asset Management
Eastern Bank
HighTower Advisors
Wells Fargo & Company
Pacific Wealth Management
Madison Asset Management
Bailard
Commonwealth Equity Services
Raymond James Financial Services Advisors
Parcion Private Wealth
Morgan Stanley
Assetmark

View all funds holding Ishares Tr aaa a rated cp