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LifePlan Financial Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

LifePlan Financial Group’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
Q3 		$32K Hold
551
– – 0.01% 288
2020
Q2 		$32K Buy
+551
New +$31.2K 0.01% 280

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

LifePlan Financial Group's QLTA Position: Q3 2020 in Review

LifePlan Financial Group held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q3 2020 at 551 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #288.

LifePlan Financial Group first reported a position in QLTA in Q2 2020 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold QLTA as of Q3 2020.

  • LifePlan Financial Group held 551 shares of iShares AAA-A Rated Corporate Bond ETF worth $32K as of Q3 2020.
  • LifePlan Financial Group left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #288 holding.
  • LifePlan Financial Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.