Icon Wealth Advisors, LLC
Position in QLTA — iShares Aaa - A Rated Corporate Bond ETF
CIK 1963212
HOUSTON, TX
All Filings in QLTA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QLTA | $587,593 | 12,347 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 QLTA | $832,053 | 17,302 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 QLTA | $1,462,436 | 30,172 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 QLTA | $1,442,854 | 30,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 QLTA | $1,441,584 | 30,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 QLTA | $964,154 | 20,606 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 QLTA | $850,589 | 17,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 QLTA | $976,562 | 20,840 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||