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

Financial Life 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
Q3 		– Sell
-12,947
Closed -$607K – 54
2024
Q2 		$607K Sell
12,947
-495
-4% -$23.1K 0.25% 30
2024
Q1 		$638K Sell
13,442
-22,519
-63% -$1.07M 0.27% 31
2023
Q4 		$1.73M Sell
35,961
-2,122
-6% -$97.3K 0.74% 22
2023
Q3 		$1.72M Sell
38,083
-883
-2% -$40.9K 0.74% 23
2023
Q2 		$1.84M Sell
38,966
-4,610
-11% -$218K 0.77% 23
2023
Q1 		$2.08M Buy
+43,576
New +$2.06M 0.9% 28

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Life Advisors's QLTA Position: Q3 2024 in Review

Financial Life Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2024, closing a stake of 12,947 shares — an estimated $607K sold.

Financial Life Advisors first reported a position in QLTA in Q1 2023 and held it in 6 quarters. The position peaked at $2.08M in Q1 2023. 152 funds tracked by Wall St. Rank hold QLTA as of Q3 2024.

  • Financial Life Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Life Advisors sold 12,947 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2024, an estimated $607K.
  • Financial Life Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Financial Life Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.08M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2024.

Based on Financial Life Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.