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Joseph P. Lucia & Associates’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-245
Closed -$14K – 452
2021
Q3 		$14K Hold
245
– – 0.01% 348
2021
Q2 		$14K Hold
245
– – 0.01% 357
2021
Q1 		$14K Buy
+245
New +$13.9K 0.01% 331

Other funds holding QLTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's QLTA Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2021, closing a stake of 245 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in QLTA in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 115 funds tracked by Wall St. Rank hold QLTA as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 245 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2021, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares AAA-A Rated Corporate Bond ETF position peaked at $14K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.