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V Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

V Wealth Advisors’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
Q4 		– Sell
-26,949
Closed -$1.56M – 384
2020
Q3 		$1.56M Buy
26,949
+11,398
+73% +$666K 1.08% 23
2020
Q2 		$899K Buy
+15,551
New +$880K 0.23% 109

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

V Wealth Advisors's QLTA Position: Q4 2020 in Review

V Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2020, closing a stake of 26,949 shares — an estimated $1.56M sold.

V Wealth Advisors first reported a position in QLTA in Q2 2020 and held it in 2 quarters. The position peaked at $1.56M in Q3 2020. 122 funds tracked by Wall St. Rank hold QLTA as of Q4 2020.

  • V Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • V Wealth Advisors sold 26,949 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2020, an estimated $1.56M.
  • V Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • V Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.56M in Q3 2020.
  • 122 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.