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Ishares Tr aaa a rated cp shares owned by Oregon Pacific Wealth Management

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

Historical chart of Oregon Pacific 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 Oregon Pacific 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 6.2k 48.47
2025-06-30 $296k 6.2k 47.84
2025-03-31 $305k 6.4k 47.53

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Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

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