ShoreHaven Wealth Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr aaa a rated cp by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for ShoreHaven Wealth Partners

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Madison Asset Management
Eastern Bank
LPL Financial
HighTower Advisors
Pacific Wealth Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
Bank of America Corporation
Stratos Wealth Partners
UBS Group
Morgan Stanley
Migdal Insurance & Financial Holdings

View all funds holding Ishares Tr aaa a rated cp