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

Bartlett & Co 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
2024
Q2 		– Sell
-200
Closed -$9.5K – 1166
2024
Q1 		$9.5K Buy
+200
New +$9.48K ﹤0.01% 913

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Bartlett & Co Wealth Management's QLTA Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2024, closing a stake of 200 shares — an estimated $9.5K sold.

Bartlett & Co Wealth Management first reported a position in QLTA in Q1 2024 and held it in 1 quarter. The position peaked at $9.5K in Q1 2024. 131 funds tracked by Wall St. Rank hold QLTA as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2024, an estimated $9.5K.
  • Bartlett & Co Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $9.5K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.