Capstone Wealth Management Group LLC bought a new stake in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 101,235 shares of the company’s stock, valued at approximately $4,818,000. iShares Aaa – A Rated Corporate Bond ETF comprises approximately 2.0% of Capstone Wealth Management Group LLC’s portfolio, making the stock its 15th biggest position. Capstone Wealth Management Group LLC owned approximately 0.32% of iShares Aaa – A Rated Corporate Bond ETF as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Heck Capital Advisors LLC lifted its stake in iShares Aaa – A Rated Corporate Bond ETF by 9.1% in the fourth quarter. Heck Capital Advisors LLC now owns 140,079 shares of the company’s stock valued at $6,736,000 after purchasing an additional 11,713 shares during the last quarter. Diversify Wealth Management LLC purchased a new stake in iShares Aaa – A Rated Corporate Bond ETF in the fourth quarter worth $2,741,000. Orion Porfolio Solutions LLC raised its stake in shares of iShares Aaa – A Rated Corporate Bond ETF by 75.4% in the third quarter. Orion Porfolio Solutions LLC now owns 47,138 shares of the company’s stock valued at $2,285,000 after buying an additional 20,266 shares during the period. Climber Capital SA purchased a new position in shares of iShares Aaa – A Rated Corporate Bond ETF during the 4th quarter valued at $5,617,000. Finally, Fonville Wealth Management LLC lifted its position in shares of iShares Aaa – A Rated Corporate Bond ETF by 6.8% during the 4th quarter. Fonville Wealth Management LLC now owns 198,117 shares of the company’s stock valued at $9,527,000 after buying an additional 12,630 shares during the last quarter.
iShares Aaa – A Rated Corporate Bond ETF Trading Down 0.6%
QLTA stock opened at $47.05 on Wednesday. The stock has a fifty day moving average of $47.41 and a 200-day moving average of $47.80. iShares Aaa – A Rated Corporate Bond ETF has a fifty-two week low of $46.78 and a fifty-two week high of $49.02.
About iShares Aaa – A Rated Corporate Bond ETF
The iShares Aaa – A Rated Corporate Bond ETF (QLTA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-weighted index of dollar-denominated fixed-rate corporate bonds rated AAA-A issued by US and non-US corporations with maturities of at least one year. QLTA was launched on Feb 14, 2012 and is managed by BlackRock.
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