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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
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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View all positions for Beaumont Financial Advisors

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Wells Fargo & Company
Madison Asset Management
HighTower Advisors
Pacific Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
UBS Group
Stratos Wealth Partners
Bank of America Corporation
Migdal Insurance & Financial Holdings
Apex Investment Services
Creative Planning

View all funds holding Ishares Tr aaa a rated cp