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Apollon Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Apollon Wealth Management’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
2020
Q3 		– Sell
-741
Closed -$43K – 560
2020
Q2 		$43K Buy
+741
New +$41.9K 0.02% 266

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Apollon Wealth Management's QLTA Position: Q3 2020 in Review

Apollon Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2020, closing a stake of 741 shares — an estimated $43K sold.

Apollon Wealth Management first reported a position in QLTA in Q2 2020 and held it in 1 quarter. The position peaked at $43K in Q2 2020. 130 funds tracked by Wall St. Rank hold QLTA as of Q3 2020.

  • Apollon Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 741 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2020, an estimated $43K.
  • Apollon Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $43K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.