TD Waterhouse Canada’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

TD Waterhouse Canada’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 Q1	–	Sell	-3,000	Closed	-$140K	–	1796
2022 Q4	$140K	Hold	3,000	–	–	﹤0.01%	700
2022 Q3	$138K	Hold	3,000	–	–	﹤0.01%	716
2022 Q2	$146K	Hold	3,000	–	–	﹤0.01%	730
2022 Q1	$155K	Hold	3,000	–	–	﹤0.01%	760
2021 Q4	$167K	Buy	+3,000	New	+$169K	﹤0.01%	786

Other funds holding QLTA

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Waterhouse Canada's QLTA Position: Q1 2023 in Review

TD Waterhouse Canada sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2023, closing a stake of 3,000 shares — an estimated $140K sold.

TD Waterhouse Canada first reported a position in QLTA in Q4 2021 and held it in 5 quarters. The position peaked at $167K in Q4 2021. 105 funds tracked by Wall St. Rank hold QLTA as of Q1 2023.

TD Waterhouse Canada reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
TD Waterhouse Canada sold 3,000 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2023, an estimated $140K.
TD Waterhouse Canada first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
TD Waterhouse Canada's iShares AAA-A Rated Corporate Bond ETF position peaked at $167K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2023.

Based on TD Waterhouse Canada's 13F filing for Q1 2023, filed 13 Nov 2023.