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

Lindbrook Capital’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
-169
Closed -$8K – 2977
2022
Q3 		$8K Buy
+169
New +$8.15K ﹤0.01% 1447

Other funds holding QLTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $226M AUM 34.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.55T AUM 33.47% 1-Year Est. Return

Lindbrook Capital's QLTA Position: Q4 2022 in Review

Lindbrook Capital sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2022, closing a stake of 169 shares — an estimated $8K sold.

Lindbrook Capital first reported a position in QLTA in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 102 funds tracked by Wall St. Rank hold QLTA as of Q4 2022.

  • Lindbrook Capital reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lindbrook Capital sold 169 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2022, an estimated $8K.
  • Lindbrook Capital first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Lindbrook Capital's iShares AAA-A Rated Corporate Bond ETF position peaked at $8K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.