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Ishares Tr aaa a rated cp shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 12k 47.48
2023-12-31 $23M 476k 48.13
2023-09-30 $21M 458k 45.08
2023-06-30 $20M 432k 47.18
2023-03-31 $19M 386k 47.84
2022-12-31 $17M 370k 46.33

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Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Wells Fargo & Company
Madison Asset Management
HighTower Advisors
Pacific Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
UBS Group
Stratos Wealth Partners
Bank of America Corporation
Apex Investment Services
Creative Planning
Integrated Advisors Network

View all funds holding Ishares Tr aaa a rated cp