Global Wealth Management Investment Advisory’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-84	Closed	-$5K	–	584
2020 Q2	$5K	Hold	84	–	–	﹤0.01%	431
2020 Q1	$5K	Sell	84 -75	-47%	-$4.12K	﹤0.01%	415
2019 Q4	$9K	Buy	159 +75	+89%	+$4.1K	﹤0.01%	370
2019 Q3	$5K	Sell	84 -541	-87%	-$29.4K	﹤0.01%	406
2019 Q2	$34K	Buy	+625	New	+$32.7K	0.02%	210

Other funds holding QLTA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Global Wealth Management Investment Advisory's QLTA Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2020, closing a stake of 84 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in QLTA in Q2 2019 and held it in 5 quarters. The position peaked at $34K in Q2 2019. 130 funds tracked by Wall St. Rank hold QLTA as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 84 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2020, an estimated $5K.
Global Wealth Management Investment Advisory first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Global Wealth Management Investment Advisory's iShares AAA-A Rated Corporate Bond ETF position peaked at $34K in Q2 2019.
130 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.