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Ishares Tr aaa a rated cp shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 4.2k 48.09

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Ishares Tr aaa a rated cp

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

View all funds holding Ishares Tr aaa a rated cp