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Moisand Fitzgerald Tamayo’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-22
Closed -$992 – 785
2023
Q3 		$992 Buy
+22
New +$1.02K ﹤0.01% 658
2018
Q4 		– Sell
-159
Closed -$8K – 296
2018
Q3 		$8K Buy
+159
New +$8.04K ﹤0.01% 221

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo's QLTA Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2023, closing a stake of 22 shares — an estimated $992 sold.

Moisand Fitzgerald Tamayo first reported a position in QLTA in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 126 funds tracked by Wall St. Rank hold QLTA as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 22 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2023, an estimated $992.
  • Moisand Fitzgerald Tamayo first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares AAA-A Rated Corporate Bond ETF position peaked at $8K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.