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Insight Wealth Strategies’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Insight Wealth Strategies’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
2020
Q4 		– Sell
-8,102
Closed -$469K – 227
2020
Q3 		$469K Buy
+8,102
New +$474K 0.09% 106

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Strategies's QLTA Position: Q4 2020 in Review

Insight Wealth Strategies sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2020, closing a stake of 8,102 shares — an estimated $469K sold.

Insight Wealth Strategies first reported a position in QLTA in Q3 2020 and held it in 1 quarter. The position peaked at $469K in Q3 2020. 122 funds tracked by Wall St. Rank hold QLTA as of Q4 2020.

  • Insight Wealth Strategies reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 8,102 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2020, an estimated $469K.
  • Insight Wealth Strategies first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Insight Wealth Strategies's iShares AAA-A Rated Corporate Bond ETF position peaked at $469K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.