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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
2025-09-30 $656k 14k 48.47
2025-06-30 $533k 11k 47.84
2025-03-31 $907k 19k 47.53
2024-12-31 $335k 7.2k 46.79
2024-09-30 $244k 5.0k 49.15

More positions owned by Pensionmark Financial Group

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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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