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Long Run Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Long Run Wealth Advisors’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
-8,024
Closed -$364K – 97
2022
Q3 		$364K Sell
8,024
-257,669
-97% -$12.4M 0.14% 75
2022
Q2 		$12.8M Buy
265,693
+890
+0.3% +$43.7K 4.97% 3
2022
Q1 		$13.7M Sell
264,803
-57,216
-18% -$3.05M 4.79% 3
2021
Q4 		$18M Buy
+322,019
New +$18.1M 6.27% 3

Other funds holding QLTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.37T AUM 24.88% 1-Year Est. Return

Long Run Wealth Advisors's QLTA Position: Q4 2022 in Review

Long Run Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2022, closing a stake of 8,024 shares — an estimated $364K sold.

Long Run Wealth Advisors first reported a position in QLTA in Q4 2021 and held it in 4 quarters. The position peaked at $18M in Q4 2021. 102 funds tracked by Wall St. Rank hold QLTA as of Q4 2022.

  • Long Run Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Long Run Wealth Advisors sold 8,024 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2022, an estimated $364K.
  • Long Run Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Long Run Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $18M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2022.

Based on Long Run Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.