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Knuff & Co’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Knuff & Co’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
-495
Closed -$29K – 177
2020
Q3 		$29K Buy
+495
New +$28.9K 0.01% 142

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

Knuff & Co's QLTA Position: Q4 2020 in Review

Knuff & Co sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2020, closing a stake of 495 shares — an estimated $29K sold.

Knuff & Co first reported a position in QLTA in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 122 funds tracked by Wall St. Rank hold QLTA as of Q4 2020.

  • Knuff & Co reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Knuff & Co sold 495 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2020, an estimated $29K.
  • Knuff & Co first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Knuff & Co's iShares AAA-A Rated Corporate Bond ETF position peaked at $29K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2020.

Based on Knuff & Co's 13F filing for Q4 2020, filed 3 Feb 2021.