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
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr aaa a rated cp by Synergy Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $116k | 2.4k | 47.51 |
| 2026-03-31 | $304k | 6.4k | 47.59 |
| 2025-12-31 | $373k | 7.8k | 48.09 |
| 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 |
More positions owned by Synergy Investment Management
View all positions for Synergy Investment Management