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Ishares Tr aaa a rated cp shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 123k 48.09
2025-09-30 $6.1M 127k 48.47

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Ishares Tr aaa a rated cp

FMR
Miracle Mile Advisors
Envestnet Asset Management
LPL Financial
MAI Wealth Advisors
HighTower Advisors
State of New Jersey Common Pension Fund D
Cetera Investment Advisers
UBS Group
Wells Fargo & Company
Cornerstone Advisors Asset Management
Ameriprise Financial
Raymond James Financial
Jpmorgan Chase & Co
Parcion Private Wealth

View all funds holding Ishares Tr aaa a rated cp