Laidlaw Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Laidlaw Wealth 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
2021 Q4	–	Sell	-5,936	Closed	-$334K	–	412
2021 Q3	$334K	Sell	5,936 -845	-12%	-$48.3K	0.09%	182
2021 Q2	$386K	Sell	6,781 -870	-11%	-$48.8K	0.1%	174
2021 Q1	$424K	Sell	7,651 -5,937	-44%	-$336K	0.14%	140
2020 Q4	$795K	Sell	13,588 -21,377	-61%	-$1.24M	0.17%	145
2020 Q3	$2.02M	Sell	34,965 -3,101	-8%	-$181K	0.9%	27
2020 Q2	$2.2M	Sell	38,066 -2,029	-5%	-$115K	1.15%	17
2020 Q1	$2.21M	Buy	+40,095	New	+$2.2M	1.45%	13

Other funds holding QLTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laidlaw Wealth Management's QLTA Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2021, closing a stake of 5,936 shares — an estimated $334K sold.

Laidlaw Wealth Management first reported a position in QLTA in Q1 2020 and held it in 7 quarters. The position peaked at $2.21M in Q1 2020. 115 funds tracked by Wall St. Rank hold QLTA as of Q4 2021.

Laidlaw Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 5,936 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2021, an estimated $334K.
Laidlaw Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Laidlaw Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.21M in Q1 2020.
115 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.