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Ishares Tr aaa a rated cp shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 60k 48.47
2025-06-30 $2.9M 60k 47.84
2025-03-31 $2.2M 47k 47.53

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View all positions for Sequoia Financial Advisors

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