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Ishares Tr aaa a rated cp shares owned by Golden State Wealth Management

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

Historical chart of Golden State 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 Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 503 48.54
2025-06-30 $24k 498 47.87
2025-03-31 $23k 492 47.62
2024-12-31 $15k 310 46.83

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth 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