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

Sugarloaf 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
2024 Q4	$2.23M	Sell	47,560 -1,899	-4%	-$90.7K	0.42%	36
2024 Q3	$2.43M	Buy	49,459 +941	+2%	+$45.4K	0.46%	34
2024 Q2	$2.27M	Buy	48,518 +8,566	+21%	+$400K	0.46%	35
2024 Q1	$1.9M	Buy	39,952 +3,202	+9%	+$152K	0.39%	37
2023 Q4	$1.77M	Sell	36,750 -9,588	-21%	-$439K	0.43%	36
2023 Q3	$2.09M	Sell	46,338 -2,168	-4%	-$100K	0.53%	37
2023 Q2	$2.29M	Buy	48,506 +20,042	+70%	+$949K	0.54%	34
2023 Q1	$1.36M	Buy	+28,464	New	+$1.35M	0.33%	42

Other funds holding QLTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

MIA

Madison Investment Advisors Madison, Wisconsin $8.87B AUM

Sugarloaf Wealth Management's QLTA Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 3.8% in Q4 2024, selling an estimated $90.7K and leaving 47,560 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #36.

Sugarloaf Wealth Management first reported a position in QLTA in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.43M in Q3 2024. 162 funds tracked by Wall St. Rank hold QLTA as of Q4 2024.

Sugarloaf Wealth Management held 47,560 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.23M as of Q4 2024.
Sugarloaf Wealth Management sold 1,899 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2024, an estimated $90.7K.
iShares AAA-A Rated Corporate Bond ETF made up 0.42% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #36 holding.
Sugarloaf Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
Sugarloaf Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.43M in Q3 2024.
162 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.