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

BDO 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
2020 Q2	–	Sell	-450	Closed	-$25K	–	751
2020 Q1	$25K	Sell	450 -26,006	-98%	-$1.43M	0.01%	420
2019 Q4	$1.45M	Buy	26,456 +12,741	+93%	+$696K	0.37%	57
2019 Q3	$752K	Buy	+13,715	New	+$745K	0.19%	95

Other funds holding QLTA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

BDO Wealth Advisors's QLTA Position: Q2 2020 in Review

BDO Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2020, closing a stake of 450 shares — an estimated $25K sold.

BDO Wealth Advisors first reported a position in QLTA in Q3 2019 and held it in 3 quarters. The position peaked at $1.45M in Q4 2019. 114 funds tracked by Wall St. Rank hold QLTA as of Q2 2020.

BDO Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 450 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2020, an estimated $25K.
BDO Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
BDO Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.45M in Q4 2019.
114 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.