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Ishares Tr aaa a rated cp shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven 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 ShoreHaven 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 39k 49.15
2024-06-30 $2.3M 49k 46.86
2024-03-31 $1.2M 26k 47.48
2023-12-31 $1.7M 36k 48.13
2023-09-30 $2.5M 56k 45.08
2023-06-30 $1.4M 30k 47.18
2023-03-31 $2.8M 58k 47.84

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for ShoreHaven Wealth Partners

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