Certified Advisory Corp’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Certified Advisory Corp’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	-77	Closed	-$4K	–	771
2017 Q4	$4K	Buy	+77	New	+$4.06K	﹤0.01%	587

Other funds holding QLTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Certified Advisory Corp's QLTA Position: Q1 2018 in Review

Certified Advisory Corp sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2018, closing a stake of 77 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in QLTA in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 39 funds tracked by Wall St. Rank hold QLTA as of Q1 2018.

Certified Advisory Corp reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Certified Advisory Corp sold 77 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2018, an estimated $4K.
Certified Advisory Corp first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
Certified Advisory Corp's iShares AAA-A Rated Corporate Bond ETF position peaked at $4K in Q4 2017.
39 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.