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Ishares Tr aaa a rated cp shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph 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 Monograph 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 11k 48.47
2025-06-30 $502k 11k 47.84

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

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