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Ishares Tr aaa a rated cp shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Tr aaa a rated cp

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All positions including Ishares Tr aaa a rated cp held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $244k 5.0k 49.15

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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Meta Platforms Cl A (META)
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Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
LPL Financial
Bank of America Corporation
Envestnet Asset Management
Eastern Bank
HighTower Advisors
Wells Fargo & Company
Pacific Wealth Management
Madison Asset Management
Bailard
Commonwealth Equity Services
Raymond James Financial Services Advisors
Parcion Private Wealth
Morgan Stanley
Assetmark

View all funds holding Ishares Tr aaa a rated cp