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Blue Trust Inc’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-25
Closed -$1.2K – 2976
2024
Q2 		$1.2K Hold
25
– – ﹤0.01% 2526
2024
Q1 		$1.2K Buy
+25
New +$1.19K ﹤0.01% 1910

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Trust Inc's QLTA Position: Q3 2024 in Review

Blue Trust Inc sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2024, closing a stake of 25 shares — an estimated $1.2K sold.

Blue Trust Inc first reported a position in QLTA in Q1 2024 and held it in 2 quarters. The position peaked at $1.2K in Q2 2024. 152 funds tracked by Wall St. Rank hold QLTA as of Q3 2024.

  • Blue Trust Inc reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 25 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2024, an estimated $1.2K.
  • Blue Trust Inc first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.2K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.