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Aquire Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-910
Closed -$51K – 193
2021
Q4 		$51K Buy
+910
New +$51.2K 0.03% 92

Other funds holding QLTA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return

Aquire Wealth Advisors's QLTA Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2022, closing a stake of 910 shares — an estimated $51K sold.

Aquire Wealth Advisors first reported a position in QLTA in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 110 funds tracked by Wall St. Rank hold QLTA as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 910 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2022, an estimated $51K.
  • Aquire Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $51K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.