Householder Group Estate & Retirement Specialist’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-76	Closed	-$3K	–	1027
2024 Q3	$3K	Buy	76 +1	+1%	+$48	﹤0.01%	1001
2024 Q2	$3K	Buy	75 +1	+1%	+$47	﹤0.01%	1031
2024 Q1	$3.56K	Hold	74	–	–	﹤0.01%	980
2023 Q4	$3K	Sell	74 -888	-92%	-$40.7K	﹤0.01%	961
2023 Q3	$43.4K	Buy	+962	New	+$44.5K	0.02%	471
2023 Q1	$45K	Buy	+946	New	+$44.8K	0.02%	465
2022 Q4	–	Sell	-931	Closed	-$42K	–	915
2022 Q3	$42K	Buy	+931	New	+$44.9K	0.02%	434

Other funds holding QLTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

MIA

Madison Investment Advisors Madison, Wisconsin $8.87B AUM

Householder Group Estate & Retirement Specialist's QLTA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2024, closing a stake of 76 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in QLTA in Q3 2022 and held it in 7 quarters. The position peaked at $45K in Q1 2023. 162 funds tracked by Wall St. Rank hold QLTA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 76 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares AAA-A Rated Corporate Bond ETF position peaked at $45K in Q1 2023.
162 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.