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
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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 |
|---|---|---|---|
| 2025-09-30 | $622k | 13k | 48.47 |
| 2025-06-30 | $614k | 13k | 47.84 |
| 2025-03-31 | $626k | 13k | 47.53 |
| 2024-12-31 | $602k | 13k | 46.79 |
| 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 |
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