HL
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HeadInvest LLC’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-527
Closed -$23.5K – 576
2023
Q3 		$23.5K Buy
+527
New +$24.4K 0.01% 443
2021
Q2 		– Sell
-21,997
Closed -$1.22M – 225
2021
Q1 		$1.22M Sell
21,997
-2,755
-11% -$156K 0.25% 75
2020
Q4 		$1.45M Buy
+24,752
New +$1.44M 0.31% 64

Other funds holding QLTA

MMA
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return