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Clearstead Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-391
Closed -$18.8K – 1618
2023
Q4 		$18.8K Buy
+391
New +$17.9K ﹤0.01% 955
2022
Q2 		– Sell
-2,322
Closed -$120K – 1406
2022
Q1 		$120K Hold
2,322
– – 0.01% 510
2021
Q4 		$130K Sell
2,322
-1,612
-41% -$90.7K 0.01% 471
2021
Q3 		$222K Buy
+3,934
New +$225K 0.02% 352

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Clearstead Advisors's QLTA Position: Q1 2024 in Review

Clearstead Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2024, closing a stake of 391 shares — an estimated $18.8K sold.

Clearstead Advisors first reported a position in QLTA in Q3 2021 and held it in 4 quarters. The position peaked at $222K in Q3 2021. 126 funds tracked by Wall St. Rank hold QLTA as of Q1 2024.

  • Clearstead Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 391 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2024, an estimated $18.8K.
  • Clearstead Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
  • Clearstead Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $222K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.