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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

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Quarterly reported holdings in Ishares Tr aaa a rated cp by Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Communication (XLC)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Dynamics Corporation (GD)

View all positions for Pacific Wealth Management

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Wells Fargo & Company
Madison Asset Management
HighTower Advisors
Pacific Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
UBS Group
Stratos Wealth Partners
Bank of America Corporation
Migdal Insurance & Financial Holdings
Apex Investment Services
Creative Planning

View all funds holding Ishares Tr aaa a rated cp