Keebeck Wealth Management »

Ishares Tr aaa a rated cp shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck 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 Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr aaa a rated cp by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $387k 8.1k 47.59
2025-06-30 $275k 5.7k 47.84
2025-03-31 $291k 6.1k 47.53

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Keebeck Wealth Management

Top funds holding Ishares Tr aaa a rated cp

Envestnet Asset Management
FMR
Miracle Mile Advisors
LPL Financial
MAI Wealth Advisors
HighTower Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Mml Investors Services
Raymond James Financial
Parcion Private Wealth
Cornerstone Advisors Asset Management

View all funds holding Ishares Tr aaa a rated cp