Ishares Tr aaa a rated cp shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Ishares Tr aaa a rated cp
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Quarterly reported holdings in Ishares Tr aaa a rated cp by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 186k | 48.47 |
| 2025-06-30 | $8.6M | 179k | 47.84 |
| 2025-03-31 | $8.4M | 176k | 47.49 |
| 2024-12-31 | $7.8M | 167k | 46.79 |
| 2024-09-30 | $7.1M | 144k | 49.15 |
| 2024-06-30 | $4.8M | 102k | 46.86 |
| 2024-03-31 | $3.6M | 75k | 47.48 |
| 2023-12-31 | $2.4M | 49k | 48.13 |
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