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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q4 		– Sell
-320
Closed -$15.3K – 577
2024
Q3 		$15.3K Buy
+320
New +$15.4K ﹤0.01% 472

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
MIA
Madison Investment Advisors Madison, Wisconsin $8.87B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's QLTA Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2024, closing a stake of 320 shares — an estimated $15.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QLTA in Q3 2024 and held it in 1 quarter. The position peaked at $15.3K in Q3 2024. 162 funds tracked by Wall St. Rank hold QLTA as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 320 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2024, an estimated $15.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $15.3K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.