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Mine & Arao Wealth Creation & Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q2 		– Sell
-221
Closed -$10.5K – 289
2024
Q1 		$10.5K Hold
221
– – 0.01% 213
2023
Q4 		$10.6K Hold
221
– – 0.01% 210
2023
Q3 		$9.96K Hold
221
– – 0.01% 211
2023
Q2 		$10.4K Hold
221
– – 0.01% 218
2023
Q1 		$10.6K Hold
221
– – 0.01% 218
2022
Q4 		$10.2K Hold
221
– – 0.01% 217
2022
Q3 		$10K Hold
221
– – 0.01% 224
2022
Q2 		$11K Hold
221
– – 0.01% 225
2022
Q1 		$11K Hold
221
– – 0.01% 225
2021
Q4 		$12K Hold
221
– – 0.01% 224
2021
Q3 		$12K Hold
221
– – 0.01% 223
2021
Q2 		$13K Hold
221
– – 0.01% 212
2021
Q1 		$12K Hold
221
– – 0.01% 208
2020
Q4 		$13K Hold
221
– – 0.01% 197
2020
Q3 		$13K Hold
221
– – 0.01% 188
2020
Q2 		$13K Hold
221
– – 0.01% 176
2020
Q1 		$12K Hold
221
– – 0.01% 173
2019
Q4 		$12K Buy
+221
New +$12.1K 0.01% 193

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's QLTA Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2024, closing a stake of 221 shares — an estimated $10.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in QLTA in Q4 2019 and held it in 18 quarters. The position peaked at $13K in Q2 2021. 131 funds tracked by Wall St. Rank hold QLTA as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 221 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2024, an estimated $10.5K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $13K in Q2 2021.
  • 131 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.