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Ishares Tr aaa a rated cp shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 57k 48.25

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View all positions for Diversify Wealth Management

Top funds holding Ishares Tr aaa a rated cp

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

View all funds holding Ishares Tr aaa a rated cp