Fonville Wealth Management LLC Has $7.81 Million Stock Holdings in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA)

Fonville Wealth Management LLC grew its stake in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA) by 15.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 166,910 shares of the company’s stock after buying an additional 22,861 shares during the period. iShares Aaa – A Rated Corporate Bond ETF makes up about 2.6% of Fonville Wealth Management LLC’s holdings, making the stock its 10th biggest holding. Fonville Wealth Management LLC’s holdings in iShares Aaa – A Rated Corporate Bond ETF were worth $7,810,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in QLTA. Stifel Financial Corp boosted its holdings in shares of iShares Aaa – A Rated Corporate Bond ETF by 21.4% in the 3rd quarter. Stifel Financial Corp now owns 21,985 shares of the company’s stock worth $1,080,000 after purchasing an additional 3,878 shares in the last quarter. JPMorgan Chase & Co. lifted its position in iShares Aaa – A Rated Corporate Bond ETF by 95.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 217,798 shares of the company’s stock worth $10,705,000 after buying an additional 106,456 shares during the last quarter. Integrated Wealth Concepts LLC boosted its stake in iShares Aaa – A Rated Corporate Bond ETF by 8.9% in the third quarter. Integrated Wealth Concepts LLC now owns 122,929 shares of the company’s stock worth $6,042,000 after buying an additional 10,036 shares in the last quarter. HighTower Advisors LLC grew its position in iShares Aaa – A Rated Corporate Bond ETF by 9.2% during the third quarter. HighTower Advisors LLC now owns 711,682 shares of the company’s stock valued at $34,974,000 after acquiring an additional 59,955 shares during the last quarter. Finally, Invst LLC purchased a new position in shares of iShares Aaa – A Rated Corporate Bond ETF during the third quarter worth approximately $859,000.

iShares Aaa – A Rated Corporate Bond ETF Stock Performance

Shares of QLTA opened at $47.04 on Monday. iShares Aaa – A Rated Corporate Bond ETF has a fifty-two week low of $45.81 and a fifty-two week high of $49.53. The firm has a 50 day moving average price of $47.06 and a 200-day moving average price of $47.84.

iShares Aaa – A Rated Corporate Bond ETF Company Profile

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.