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Ishares Tr aaa a rated cp shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 9.8k 48.47
2025-06-30 $393k 8.2k 47.84
2025-03-31 $443k 9.3k 47.53
2024-12-31 $317k 6.8k 46.79