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Elite Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Elite Wealth Management’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
Q4 		– Sell
-32,551
Closed -$11.7M – 63
2021
Q3 		$11.7M Buy
+32,551
New +$1.86M 2.21% 6

Other funds holding QLTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's QLTA Position: Q4 2021 in Review

Elite Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2021, closing a stake of 32,551 shares — an estimated $11.7M sold.

Elite Wealth Management first reported a position in QLTA in Q3 2021 and held it in 1 quarter. The position peaked at $11.7M in Q3 2021. 114 funds tracked by Wall St. Rank hold QLTA as of Q4 2021.

  • Elite Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Elite Wealth Management sold 32,551 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2021, an estimated $11.7M.
  • Elite Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Elite Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $11.7M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2021.

Based on Elite Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.