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Ishares Tr aaa a rated cp shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $614k 13k 49.15
2024-06-30 $337k 7.2k 46.86
2024-03-31 $286k 6.0k 47.48

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View all positions for Simplicity Wealth

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