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Hatton Consulting’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Hatton Consulting’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
2021
Q3 		$9.6M Buy
170,331
+19,981
+13% +$1.14M 7.14% 5
2021
Q2 		$8.55M Buy
150,350
+24,171
+19% +$1.35M 6.7% 5
2021
Q1 		$6.99M Buy
+126,179
New +$7.14M 6.42% 5

Other funds holding QLTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Hatton Consulting's QLTA Position: Q3 2021 in Review

Hatton Consulting increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 13% in Q3 2021, buying an estimated $1.14M and bringing the position to 170,331 shares worth $9.6M. The position accounts for 7.14% of the portfolio, ranked #5.

Hatton Consulting first reported a position in QLTA in Q1 2021 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold QLTA as of Q3 2021.

  • Hatton Consulting held 170,331 shares of iShares AAA-A Rated Corporate Bond ETF worth $9.6M as of Q3 2021.
  • Hatton Consulting bought 19,981 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2021, an estimated $1.14M.
  • iShares AAA-A Rated Corporate Bond ETF made up 7.14% of Hatton Consulting's portfolio in Q3 2021, its #5 holding.
  • Hatton Consulting first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.