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Ishares Tr aaa a rated cp shares owned by Detalus Advisors

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

Historical chart of Detalus 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 Detalus 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 Detalus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 24k 48.47
2025-06-30 $626k 13k 47.84
2025-03-31 $369k 7.8k 47.53
2024-12-31 $221k 4.7k 46.79

More positions owned by Detalus Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Equifax (EFX)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Byline Ban (BY)
Spdr Series Trust Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

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