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Jaffetilchin Investment Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Jaffetilchin Investment Partners’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
-117
Closed -$5.73K – 1071
2024
Q3 		$5.73K Buy
+117
New +$5.64K ﹤0.01% 1007
2022
Q2 		– Sell
-7,119
Closed -$348K – 340
2022
Q1 		$348K Buy
7,119
+185
+3% +$9.86K 0.04% 248
2021
Q4 		$389K Buy
6,934
+392
+6% +$22.1K 0.04% 244
2021
Q3 		$368K Sell
6,542
-5,678
-46% -$324K 0.04% 246
2021
Q2 		$706K Buy
12,220
+7,034
+136% +$394K 0.05% 216
2021
Q1 		$287K Sell
5,186
-1,823
-26% -$103K 0.03% 274
2020
Q4 		$410K Sell
7,009
-8
-0.1% -$465 0.06% 185
2020
Q3 		$406K Sell
7,017
-46
-0.7% -$2.69K 0.08% 157
2020
Q2 		$409K Buy
7,063
+225
+3% +$12.7K 0.09% 144
2020
Q1 		$377K Sell
6,838
-71
-1% -$3.9K 0.13% 101
2019
Q4 		$378K Buy
6,909
+1,181
+21% +$64.5K 0.08% 148
2019
Q3 		$314K Buy
5,728
+1,065
+23% +$57.9K 0.08% 161
2019
Q2 		$251K Buy
+4,663
New +$244K 0.06% 216

Other funds holding QLTA

Fidelity Investments
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 $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Jaffetilchin Investment Partners's QLTA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2024, closing a stake of 117 shares — an estimated $5.73K sold.

Jaffetilchin Investment Partners first reported a position in QLTA in Q2 2019 and held it in 13 quarters. The position peaked at $706K in Q2 2021. 162 funds tracked by Wall St. Rank hold QLTA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 117 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2024, an estimated $5.73K.
  • Jaffetilchin Investment Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2019 and held it in 13 quarters.
  • Jaffetilchin Investment Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $706K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.