Atwood & Palmer’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Atwood & Palmer’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
2016 Q1	–	Sell	-119	Closed	-$6K	–	369
2015 Q4	$6K	Hold	119	–	–	﹤0.01%	351
2015 Q3	$6K	Buy	+119	New	+$6.05K	﹤0.01%	375

Other funds holding QLTA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atwood & Palmer's QLTA Position: Q1 2016 in Review

Atwood & Palmer sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2016, closing a stake of 119 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in QLTA in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 31 funds tracked by Wall St. Rank hold QLTA as of Q1 2016.

Atwood & Palmer reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 119 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2016, an estimated $6K.
Atwood & Palmer first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
Atwood & Palmer's iShares AAA-A Rated Corporate Bond ETF position peaked at $6K in Q4 2015.
31 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.