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Biltmore Family Office’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Biltmore Family Office’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
Q4 		– Sell
-92,926
Closed -$5.37M – 190
2020
Q3 		$5.37M Buy
92,926
+82,159
+763% +$4.8M 3% 7
2020
Q2 		$623K Buy
+10,767
New +$609K 0.38% 69

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Biltmore Family Office's QLTA Position: Q4 2020 in Review

Biltmore Family Office sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2020, closing a stake of 92,926 shares — an estimated $5.37M sold.

Biltmore Family Office first reported a position in QLTA in Q2 2020 and held it in 2 quarters. The position peaked at $5.37M in Q3 2020. 122 funds tracked by Wall St. Rank hold QLTA as of Q4 2020.

  • Biltmore Family Office reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Biltmore Family Office sold 92,926 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2020, an estimated $5.37M.
  • Biltmore Family Office first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Biltmore Family Office's iShares AAA-A Rated Corporate Bond ETF position peaked at $5.37M in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2020.

Based on Biltmore Family Office's 13F filing for Q4 2020, filed 9 Feb 2021.