Concurrent Investment Advisors »

Ishares Tr aaa a rated cp shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $402k 8.5k 47.59

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Top funds holding Ishares Tr aaa a rated cp

Envestnet Asset Management
FMR
Miracle Mile Advisors
LPL Financial
MAI Wealth Advisors
HighTower Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Mml Investors Services
Raymond James Financial
Parcion Private Wealth
Cornerstone Advisors Asset Management

View all funds holding Ishares Tr aaa a rated cp