Ishares Tr aaa a rated cp shares owned by Pacific Wealth Management
Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Pacific Wealth Management
from 13F filings
Historical chart of 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 Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr aaa a rated cp by Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 306k | 48.47 |
| 2025-06-30 | $15M | 319k | 47.84 |
| 2025-03-31 | $15M | 319k | 47.53 |
| 2024-12-31 | $15M | 315k | 46.79 |
| 2024-09-30 | $25M | 513k | 49.15 |
| 2024-06-30 | $23M | 493k | 46.86 |
| 2024-03-31 | $22M | 454k | 48.13 |
| 2023-12-31 | $22M | 454k | 48.13 |
| 2023-09-30 | $21M | 464k | 45.08 |
| 2023-06-30 | $22M | 455k | 47.18 |
| 2023-03-31 | $22M | 468k | 47.84 |
| 2022-12-31 | $15M | 315k | 46.33 |