Blue Chip Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Blue Chip Partners’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
2021 Q1	–	Sell	-1,779	Closed	-$104K	–	164
2020 Q4	$104K	Buy	1,779 +13	+0.7%	+$755	0.02%	143
2020 Q3	$102K	Buy	1,766 +9	+0.5%	+$526	0.02%	132
2020 Q2	$102K	Buy	+1,757	New	+$99.4K	0.02%	129

Other funds holding QLTA

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

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

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

Bailard Foster City, California $4.94B AUM 25.15% 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

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

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Blue Chip Partners's QLTA Position: Q1 2021 in Review

Blue Chip Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2021, closing a stake of 1,779 shares — an estimated $104K sold.

Blue Chip Partners first reported a position in QLTA in Q2 2020 and held it in 3 quarters. The position peaked at $104K in Q4 2020. 123 funds tracked by Wall St. Rank hold QLTA as of Q1 2021.

Blue Chip Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Blue Chip Partners sold 1,779 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2021, an estimated $104K.
Blue Chip Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Blue Chip Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $104K in Q4 2020.
123 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2021.

Based on Blue Chip Partners's 13F filing for Q1 2021, filed 4 May 2021.