IAA
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Independent Advisor Alliance’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-7,839
Closed -$405K – 363
2017
Q1 		$405K Buy
+7,839
New +$403K 0.06% 252

Other funds holding QLTA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's QLTA Position: Q2 2017 in Review

Independent Advisor Alliance sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2017, closing a stake of 7,839 shares — an estimated $405K sold.

Independent Advisor Alliance first reported a position in QLTA in Q1 2017 and held it in 1 quarter. The position peaked at $405K in Q1 2017. 34 funds tracked by Wall St. Rank hold QLTA as of Q2 2017.

  • Independent Advisor Alliance reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,839 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2017, an estimated $405K.
  • Independent Advisor Alliance first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares AAA-A Rated Corporate Bond ETF position peaked at $405K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.