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

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

Historical chart of Liberty 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 Liberty 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $12k 12k 0.97

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us High Proftblty Etf Etf (DUHP)
Apple (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
4068594 Enphase Energy (ENPH)
Dimensionl Us Large Cap Value Etf Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
NVIDIA Corporation (NVDA)

View all positions for Liberty Wealth Management

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Madison Asset Management
Eastern Bank
LPL Financial
HighTower Advisors
Pacific Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Parcion Private Wealth
Bank of America Corporation
Bailard
Morgan Stanley
Royal Bank of Canada
Migdal Insurance & Financial Holdings

View all funds holding Ishares Tr aaa a rated cp