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Ishares Tr aaa a rated cp shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $680k 14k 48.47
2025-03-31 $1.9k 39 47.54
2021-09-30 $2.7M 48k 56.35

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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