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

Liberty 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
2024
Q3 		– Sell
-12,418
Closed -$12K – 250
2024
Q2 		$12K Buy
+12,418
New +$580K ﹤0.01% 231

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's QLTA Position: Q3 2024 in Review

Liberty Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2024, closing a stake of 12,418 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in QLTA in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 152 funds tracked by Wall St. Rank hold QLTA as of Q3 2024.

  • Liberty Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 12,418 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2024, an estimated $12K.
  • Liberty Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $12K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.