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GM Advisory Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

GM Advisory Group’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
2022
Q3 		– Sell
-395,803
Closed -$19.1M – 198
2022
Q2 		$19.1M Buy
+395,803
New +$19.5M 2.98% 11

Other funds holding QLTA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GM Advisory Group's QLTA Position: Q3 2022 in Review

GM Advisory Group sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2022, closing a stake of 395,803 shares — an estimated $19.1M sold.

GM Advisory Group first reported a position in QLTA in Q2 2022 and held it in 1 quarter. The position peaked at $19.1M in Q2 2022. 107 funds tracked by Wall St. Rank hold QLTA as of Q3 2022.

  • GM Advisory Group reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • GM Advisory Group sold 395,803 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2022, an estimated $19.1M.
  • GM Advisory Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • GM Advisory Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $19.1M in Q2 2022.
  • 107 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2022.

Based on GM Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.