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Heritage Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Heritage Wealth 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
2023
Q1 		– Sell
-40
Closed -$1.85K – 591
2022
Q4 		$1.85K Buy
+40
New +$1.84K ﹤0.01% 510

Other funds holding QLTA

CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Advisors's QLTA Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2023, closing a stake of 40 shares — an estimated $1.85K sold.

Heritage Wealth Advisors first reported a position in QLTA in Q4 2022 and held it in 1 quarter. The position peaked at $1.85K in Q4 2022. 105 funds tracked by Wall St. Rank hold QLTA as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 40 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2023, an estimated $1.85K.
  • Heritage Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.85K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.