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

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

Historical chart of Pinnacle 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 Pinnacle 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $385k 8.0k 48.25
2022-03-31 $522k 10k 51.79
2021-12-31 $648k 12k 56.06

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Ishares Tr aaa a rated cp

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Miracle Mile Advisors
FMR
LPL Financial
Bank of America Corporation
Envestnet Asset Management
HighTower Advisors
Cetera Investment Advisers
Wells Fargo & Company
Pacific Wealth Management
Madison Asset Management
Bailard
Commonwealth Equity Services
UBS Group
Vestmark Advisory Solutions

View all funds holding Ishares Tr aaa a rated cp