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Karp Capital Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Karp Capital Management’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
2022
Q4 		– Sell
-6,660
Closed -$302K – 85
2022
Q3 		$302K Buy
+6,660
New +$321K 0.06% 104

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B
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SIM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Karp Capital Management's QLTA Position: Q4 2022 in Review

Karp Capital Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2022, closing a stake of 6,660 shares — an estimated $302K sold.

Karp Capital Management first reported a position in QLTA in Q3 2022 and held it in 1 quarter. The position peaked at $302K in Q3 2022. 102 funds tracked by Wall St. Rank hold QLTA as of Q4 2022.

  • Karp Capital Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 6,660 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2022, an estimated $302K.
  • Karp Capital Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Karp Capital Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $302K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.