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WealthPLAN Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-381
Closed -$18K – 939
2023
Q2 		$18K Sell
381
-312
-45% -$14.8K ﹤0.01% 701
2023
Q1 		$33.2K Buy
+693
New +$32.8K ﹤0.01% 628

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $226M AUM 34.68% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's QLTA Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2023, closing a stake of 381 shares — an estimated $18K sold.

WealthPLAN Partners first reported a position in QLTA in Q1 2023 and held it in 2 quarters. The position peaked at $33.2K in Q1 2023. 117 funds tracked by Wall St. Rank hold QLTA as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 381 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2023, an estimated $18K.
  • WealthPLAN Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $33.2K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.