Motley Fool Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Motley Fool Wealth 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
2022 Q1	–	Sell	-6,032	Closed	-$338K	–	127
2021 Q4	$338K	Sell	6,032 -65,225	-92%	-$3.67M	0.01%	116
2021 Q3	$4.01M	Buy	71,257 +184	+0.3%	+$10.5K	0.17%	86
2021 Q2	$4.04M	Sell	71,073 -1,029	-1%	-$57.7K	0.17%	93
2021 Q1	$4M	Buy	72,102 +239	+0.3%	+$13.5K	0.18%	95
2020 Q4	$4.21M	Buy	71,863 +463	+0.6%	+$26.9K	0.19%	93
2020 Q3	$4.13M	Buy	71,400 +3,885	+6%	+$227K	0.21%	92
2020 Q2	$3.9M	Buy	67,515 +6,800	+11%	+$385K	0.22%	88
2020 Q1	$3.35M	Buy	+60,715	New	+$3.33M	0.24%	89

Other funds holding QLTA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LRWA

Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return

Motley Fool Wealth Management's QLTA Position: Q1 2022 in Review

Motley Fool Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2022, closing a stake of 6,032 shares — an estimated $338K sold.

Motley Fool Wealth Management first reported a position in QLTA in Q1 2020 and held it in 8 quarters. The position peaked at $4.21M in Q4 2020. 110 funds tracked by Wall St. Rank hold QLTA as of Q1 2022.

Motley Fool Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Motley Fool Wealth Management sold 6,032 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2022, an estimated $338K.
Motley Fool Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Motley Fool Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.21M in Q4 2020.
110 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2022.

Based on Motley Fool Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.