Number of Shares
54,643.00
Current Holdings Value*
$2.60 Mil
% of Portfolio
2.13%
Total Estimate Gain
$1,168.62
% of Total Estimate Gain
0.04%

PETRA FINANCIAL ADVISORS INC's iShares Aaa - A Rated Corporate Bond ETF Holding Summary

As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 54,643.00 shares of iShares Aaa - A Rated Corporate Bond ETF(QLTA), totaling $2.60 Mil. This investment constitutes 2.13% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.16% of the outstanding iShares Aaa - A Rated Corporate Bond ETF(QLTA) stock.

The initial trade took place in 2022Q4. And since then PETRA FINANCIAL ADVISORS INC has made 7 purchases of QLTA, at an average price of $47.49, for a total of 63,853.00 shares. In addition, there have been 2 sales at an average price of $47.08 for 9,210.00 shares. Based on historical transaction data and QLTA's current price of $47.58, PETRA FINANCIAL ADVISORS INC's estimated gain on his QLTA holdings is $1,168.62, reflecting a 0.04% gain to date.

PETRA FINANCIAL ADVISORS INC QLTA ($47.58) Holding Chart

PETRA FINANCIAL ADVISORS INC QLTA ($47.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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