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Watson Rebecca’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Watson Rebecca’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
Q3 		$5.8M Buy
100,294
+19,285
+24% +$1.13M 3.42% 7
2020
Q2 		$4.69M Buy
81,009
+10,329
+15% +$584K 2.8% 8
2020
Q1 		$4M Buy
70,680
+21,466
+44% +$1.18M 2.77% 9
2019
Q4 		$2.69M Buy
+49,214
New +$2.69M 1.63% 22

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Watson Rebecca's QLTA Position: Q3 2020 in Review

Watson Rebecca increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 24% in Q3 2020, buying an estimated $1.13M and bringing the position to 100,294 shares worth $5.8M. The position accounts for 3.42% of the portfolio, ranked #7.

Watson Rebecca first reported a position in QLTA in Q4 2019 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold QLTA as of Q3 2020.

  • Watson Rebecca held 100,294 shares of iShares AAA-A Rated Corporate Bond ETF worth $5.8M as of Q3 2020.
  • Watson Rebecca bought 19,285 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2020, an estimated $1.13M.
  • iShares AAA-A Rated Corporate Bond ETF made up 3.42% of Watson Rebecca's portfolio in Q3 2020, its #7 holding.
  • Watson Rebecca first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.