Family Asset Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Family Asset 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
2024 Q3	$957K	Buy	+19,470	New	+$939K	0.58%	39

Other funds holding QLTA

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Family Asset Management's QLTA Position: Q3 2024 in Review

Family Asset Management opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2024: 19,470 shares worth $957K. The stake represents 0.58% of the portfolio and ranks #39 among its holdings.

152 funds tracked by Wall St. Rank hold QLTA as of Q3 2024.

Family Asset Management held 19,470 shares of iShares AAA-A Rated Corporate Bond ETF worth $957K as of Q3 2024.
iShares AAA-A Rated Corporate Bond ETF was a new Family Asset Management position in Q3 2024.
iShares AAA-A Rated Corporate Bond ETF made up 0.58% of Family Asset Management's portfolio in Q3 2024, its #39 holding.
152 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.