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Partnervest Advisory Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Partnervest Advisory Services’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
2020
Q3 		$201K Buy
+3,484
New +$204K 0.06% 232

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Partnervest Advisory Services's QLTA Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2020: 3,484 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

130 funds tracked by Wall St. Rank hold QLTA as of Q3 2020.

  • Partnervest Advisory Services held 3,484 shares of iShares AAA-A Rated Corporate Bond ETF worth $201K as of Q3 2020.
  • iShares AAA-A Rated Corporate Bond ETF was a new Partnervest Advisory Services position in Q3 2020.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.06% of Partnervest Advisory Services's portfolio in Q3 2020, its #232 holding.
  • 130 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.