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Ishares Tr aaa a rated cp shares owned by Cornerstone Financial Group

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

Historical chart of Cornerstone Financial Group investment in Ishares Tr aaa a rated cp

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All positions including Ishares Tr aaa a rated cp held by Cornerstone Financial 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 Cornerstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 46k 48.47
2025-06-30 $2.0M 42k 47.84
2025-03-31 $1.9M 40k 46.83
2024-12-31 $1.6M 35k 46.79

More positions owned by Cornerstone Financial Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cornerstone Financial Group

Top funds holding Ishares Tr aaa a rated cp

FMR
Envestnet Asset Management
LPL Financial
Miracle Mile Advisors
HighTower Advisors
MAI Wealth Advisors
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
UBS Group
Assetmark
Commonwealth Equity Services
Ameriprise Financial
Jpmorgan Chase & Co
Parcion Private Wealth

View all funds holding Ishares Tr aaa a rated cp