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MACRO Consulting Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

MACRO Consulting 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
2021
Q2 		$5.17M Buy
90,947
+3,295
+4% +$185K 2.66% 8
2021
Q1 		$4.86M Buy
87,652
+3,049
+4% +$173K 2.63% 8
2020
Q4 		$4.96M Buy
84,603
+7,902
+10% +$459K 2.87% 7
2020
Q3 		$4.4M Buy
76,701
+3,399
+5% +$199K 2.89% 7
2020
Q2 		$4.24M Buy
+73,302
New +$4.15M 2.94% 7

Other funds holding QLTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MACRO Consulting Group's QLTA Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 3.8% in Q2 2021, buying an estimated $185K and bringing the position to 90,947 shares worth $5.17M. The position accounts for 2.66% of the portfolio, ranked #8.

MACRO Consulting Group first reported a position in QLTA in Q2 2020 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold QLTA as of Q2 2021.

  • MACRO Consulting Group held 90,947 shares of iShares AAA-A Rated Corporate Bond ETF worth $5.17M as of Q2 2021.
  • MACRO Consulting Group bought 3,295 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2021, an estimated $185K.
  • iShares AAA-A Rated Corporate Bond ETF made up 2.66% of MACRO Consulting Group's portfolio in Q2 2021, its #8 holding.
  • MACRO Consulting Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.