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Heritage Wealth Management (Arizona)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$2.69K Buy
58
+29
+100% +$1.33K ﹤0.01% 951
2022
Q3 		$1K Buy
+29
New +$1.4K ﹤0.01% 962

Other funds holding QLTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s QLTA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 100% in Q4 2022, buying an estimated $1.33K and bringing the position to 58 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Heritage Wealth Management (Arizona) first reported a position in QLTA in Q3 2022 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold QLTA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 58 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.69K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 29 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2022, an estimated $1.33K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #951 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.