HC Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

HC Financial Advisors’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 Q2	$6K	Buy	+115	New	+$5.65K	﹤0.01%	273

Other funds holding QLTA

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

CWM

Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return

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

LRWA

Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HC Financial Advisors's QLTA Position: Q2 2022 in Review

HC Financial Advisors opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2022: 115 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

110 funds tracked by Wall St. Rank hold QLTA as of Q2 2022.

HC Financial Advisors held 115 shares of iShares AAA-A Rated Corporate Bond ETF worth $6K as of Q2 2022.
iShares AAA-A Rated Corporate Bond ETF was a new HC Financial Advisors position in Q2 2022.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #273 holding.
110 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.