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Ishares Tr aaa a rated cp shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 101k 47.59

More positions owned by Capstone Wealth Management Group

Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr A Rate Cp Bd Etf (QLTA)

View all positions for Capstone Wealth Management Group

Top funds holding Ishares Tr aaa a rated cp

Envestnet Asset Management
FMR
Miracle Mile Advisors
LPL Financial
HighTower Advisors
MAI Wealth Advisors
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Mml Investors Services
Raymond James Financial
Parcion Private Wealth
Cornerstone Advisors Asset Management
State of New Jersey Common Pension Fund D

View all funds holding Ishares Tr aaa a rated cp