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Tucker Asset Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Tucker Asset 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
Q2 		– Sell
-2,677
Closed -$127K – 1771
2024
Q1 		$127K Buy
+2,677
New +$127K 0.03% 231

Other funds holding QLTA

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tucker Asset Management's QLTA Position: Q2 2024 in Review

Tucker Asset Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2024, closing a stake of 2,677 shares — an estimated $127K sold.

Tucker Asset Management first reported a position in QLTA in Q1 2024 and held it in 1 quarter. The position peaked at $127K in Q1 2024. 131 funds tracked by Wall St. Rank hold QLTA as of Q2 2024.

  • Tucker Asset Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 2,677 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2024, an estimated $127K.
  • Tucker Asset Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Tucker Asset Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $127K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.