FFS
QLTB

Founders Financial Securities’s ISHARES BAA BA RATED CORP BOND FUND QLTB Stock Holding History

Founders Financial Securities’s Portfolio QLTB Stock Details QLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,727
Closed -$308K – 86
2015
Q1 		$308K Buy
5,727
+329
+6% +$17.5K 0.16% 49
2014
Q4 		$285K Buy
+5,398
New +$285K 0.17% 46

Other funds holding QLTB

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Securities's QLTB Position: Q2 2015 in Review

Founders Financial Securities sold out of ISHARES BAA BA RATED CORP BOND FUND (QLTB) in Q2 2015, closing a stake of 5,727 shares — an estimated $308K sold.

Founders Financial Securities first reported a position in QLTB in Q4 2014 and held it in 2 quarters. The position peaked at $308K in Q1 2015. 26 funds tracked by Wall St. Rank hold QLTB as of Q2 2015.

  • Founders Financial Securities reported no remaining ISHARES BAA BA RATED CORP BOND FUND position as of Q2 2015 after selling out during the quarter.
  • Founders Financial Securities sold 5,727 ISHARES BAA BA RATED CORP BOND FUND shares in Q2 2015, an estimated $308K.
  • Founders Financial Securities first reported a position in ISHARES BAA BA RATED CORP BOND FUND in Q4 2014 and held it in 2 quarters.
  • Founders Financial Securities's ISHARES BAA BA RATED CORP BOND FUND position peaked at $308K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held ISHARES BAA BA RATED CORP BOND FUND as of Q2 2015.

Based on Founders Financial Securities's 13F filing for Q2 2015, filed 7 Jul 2015.