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Ishares Tr aaa a rated cp shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group investment in Ishares Tr aaa a rated cp

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All positions including Ishares Tr aaa a rated cp held by Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $928k 19k 48.47
2025-06-30 $644k 14k 47.84
2025-03-31 $588k 12k 47.53
2024-12-31 $328k 7.0k 46.79
2024-09-30 $243k 5.0k 49.15

More positions owned by Keystone Financial Group

Spdr S&p 500 Etf MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
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Nvidia Corp Common Stock (NVDA)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPLG)
Tesla Common Stock (TSLA)
Spdr Portfolio MF Closed and MF Open (SPYG)
Victoryshares Free MF Closed and MF Open (VFLO)
Microsoft Corp Common Stock (MSFT)
Ishares U S MF Closed and MF Open (DYNF)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
Vanguard S&p 500 Etf MF Closed and MF Open (VOO)
Berkshire Hathaway Class Class B Common Stock (BRK.B)

View all positions for Keystone Financial Group

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