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

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

Historical chart of Triad 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 Triad 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 80k 48.47
2025-06-30 $2.6M 55k 47.84
2025-03-31 $2.1M 44k 47.53
2024-12-31 $742k 16k 46.79

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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