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Steward Financial Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Steward Financial 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
2022
Q3 		– Sell
-182
Closed -$8K – 1027
2022
Q2 		$8K Buy
+182
New +$8.94K 0.01% 277

Other funds holding QLTA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Financial Group's QLTA Position: Q3 2022 in Review

Steward Financial Group sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2022, closing a stake of 182 shares — an estimated $8K sold.

Steward Financial Group first reported a position in QLTA in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 107 funds tracked by Wall St. Rank hold QLTA as of Q3 2022.

  • Steward Financial Group reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 182 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2022, an estimated $8K.
  • Steward Financial Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $8K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.