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Gradient Investments’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Gradient Investments’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
Q2 		– Sell
-56
Closed -$3K – 1167
2020
Q1 		$3K Buy
+56
New +$3.07K ﹤0.01% 868

Other funds holding QLTA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments's QLTA Position: Q2 2020 in Review

Gradient Investments sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2020, closing a stake of 56 shares — an estimated $3K sold.

Gradient Investments first reported a position in QLTA in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 114 funds tracked by Wall St. Rank hold QLTA as of Q2 2020.

  • Gradient Investments reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 56 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2020, an estimated $3K.
  • Gradient Investments first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's iShares AAA-A Rated Corporate Bond ETF position peaked at $3K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.