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Ishares Tr aaa a rated cp shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth 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 Parcion Private Wealth 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 Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 292k 47.48
2023-12-31 $15M 302k 48.13

More positions owned by Parcion Private Wealth

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Coinbase Global Com Cl A (COIN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Paccar (PCAR)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr China Lg-cap Etf (FXI)
Microsoft Corporation (MSFT)
Weyerhaeuser Co Mtn Be Com New (WY)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Parcion Private Wealth

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
Apex Investment Services
Creative Planning
Integrated Advisors Network

View all funds holding Ishares Tr aaa a rated cp