Financial Management Professionals’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-82	Closed	-$4K	–	1072
2023 Q1	$4K	Hold	82	–	–	﹤0.01%	727
2022 Q4	$4K	Hold	82	–	–	﹤0.01%	670
2022 Q3	$4K	Hold	82	–	–	﹤0.01%	643
2022 Q2	$4K	Hold	82	–	–	﹤0.01%	664
2022 Q1	$4K	Hold	82	–	–	﹤0.01%	679
2021 Q4	$5K	Buy	+82	New	+$4.61K	﹤0.01%	597

Other funds holding QLTA

MMA

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Management Professionals's QLTA Position: Q2 2023 in Review

Financial Management Professionals sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2023, closing a stake of 82 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in QLTA in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 116 funds tracked by Wall St. Rank hold QLTA as of Q2 2023.

Financial Management Professionals reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 82 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2023, an estimated $4K.
Financial Management Professionals first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Financial Management Professionals's iShares AAA-A Rated Corporate Bond ETF position peaked at $5K in Q4 2021.
116 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.