FIM
QLTB

Freedom Investment Management’s ISHARES BAA BA RATED CORP BOND FUND QLTB Stock Holding History

Freedom Investment Management’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
2016
Q3 		– Sell
-17,183
Closed -$907K – 978
2016
Q2 		$907K Sell
17,183
-3,218
-16% -$166K 0.06% 242
2016
Q1 		$1.04M Sell
20,401
-21,762
-52% -$1.06M 0.08% 203
2015
Q4 		$2.05M Buy
42,163
+38,747
+1,134% +$1.93M 0.16% 79
2015
Q3 		$241K Sell
3,416
-56,901
-94% -$2.88M 0.02% 549
2015
Q2 		$3.1M Sell
60,317
-7,080
-11% -$371K 0.32% 40
2015
Q1 		$3.62M Sell
67,397
-17,043
-20% -$908K 0.4% 37
2014
Q4 		$4.46M Buy
+84,440
New +$4.45M 0.58% 21
2014
Q3 		– Sell
-43,419
Closed -$2.3M – 533
2014
Q2 		$2.3M Buy
+43,419
New +$2.28M 0.39% 29

Freedom Investment Management's QLTB Position: Q3 2016 in Review

Freedom Investment Management sold out of ISHARES BAA BA RATED CORP BOND FUND (QLTB) in Q3 2016, closing a stake of 17,183 shares — an estimated $907K sold.

Freedom Investment Management first reported a position in QLTB in Q2 2014 and held it in 8 quarters. The position peaked at $4.46M in Q4 2014. 0 funds tracked by Wall St. Rank hold QLTB as of Q3 2016.

  • Freedom Investment Management reported no remaining ISHARES BAA BA RATED CORP BOND FUND position as of Q3 2016 after selling out during the quarter.
  • Freedom Investment Management sold 17,183 ISHARES BAA BA RATED CORP BOND FUND shares in Q3 2016, an estimated $907K.
  • Freedom Investment Management first reported a position in ISHARES BAA BA RATED CORP BOND FUND in Q2 2014 and held it in 8 quarters.
  • Freedom Investment Management's ISHARES BAA BA RATED CORP BOND FUND position peaked at $4.46M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES BAA BA RATED CORP BOND FUND as of Q3 2016.

Based on Freedom Investment Management's 13F filing for Q3 2016, filed 4 Oct 2016.