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Calton & Associates’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-815
Closed -$42K – 1058
2017
Q4 		$42K Buy
+815
New +$43K 0.01% 728

Other funds holding QLTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's QLTA Position: Q1 2018 in Review

Calton & Associates sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2018, closing a stake of 815 shares — an estimated $42K sold.

Calton & Associates first reported a position in QLTA in Q4 2017 and held it in 1 quarter. The position peaked at $42K in Q4 2017. 39 funds tracked by Wall St. Rank hold QLTA as of Q1 2018.

  • Calton & Associates reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 815 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2018, an estimated $42K.
  • Calton & Associates first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares AAA-A Rated Corporate Bond ETF position peaked at $42K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.