Advisornet Financial’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Advisornet Financial’s Portfolio QLTA Stock Details QLTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-203	Closed	-$11K	–	1941
2019 Q2	$11K	Buy	203 +1	+0.5%	+$52	﹤0.01%	1206
2019 Q1	$11K	Buy	202 +1	+0.5%	+$51	﹤0.01%	1155
2018 Q4	$10K	Buy	201 +2	+1%	+$99	﹤0.01%	1088
2018 Q3	$10K	Buy	199 +2	+1%	+$101	﹤0.01%	1117
2018 Q2	$10K	Buy	+197	New	+$9.95K	﹤0.01%	1141

Other funds holding QLTA

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return