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

Ballew 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
2018
Q4 		– Sell
-115
Closed -$6K – 361
2018
Q3 		$6K Buy
+115
New +$5.82K 0.01% 343

Other funds holding QLTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.25B AUM 27.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ballew Advisors's QLTA Position: Q4 2018 in Review

Ballew Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2018, closing a stake of 115 shares — an estimated $6K sold.

Ballew Advisors first reported a position in QLTA in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 46 funds tracked by Wall St. Rank hold QLTA as of Q4 2018.

  • Ballew Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 115 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2018, an estimated $6K.
  • Ballew Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $6K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.