Acorn Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Acorn Wealth Advisors’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
2025 Q2	–	Sell	-4,940	Closed	-$235K	–	260
2025 Q1	$235K	Sell	4,940 -155	-3%	-$7.31K	0.1%	209
2024 Q4	$238K	Hold	5,095	–	–	0.1%	205
2024 Q3	$250K	Buy	5,095 +50	+1%	+$2.41K	0.11%	191
2024 Q2	$236K	Sell	5,045 -65	-1%	-$3.04K	0.12%	178
2024 Q1	$243K	Sell	5,110 -49	-0.9%	-$2.32K	0.13%	172
2023 Q4	$248K	Hold	5,159	–	–	0.15%	157
2023 Q3	$233K	Sell	5,159 -12	-0.2%	-$555	0.15%	156
2023 Q2	$244K	Hold	5,171	–	–	0.17%	143
2023 Q1	$247K	Sell	5,171 -210	-4%	-$9.94K	0.18%	139
2022 Q4	$249K	Hold	5,381	–	–	0.19%	126
2022 Q3	$244K	Hold	5,381	–	–	0.2%	128
2022 Q2	$260K	Sell	5,381 -57	-1%	-$2.8K	0.21%	129
2022 Q1	$282K	Sell	5,438 -193	-3%	-$10.3K	0.19%	132
2021 Q4	$316K	Sell	5,631 -6	-0.1%	-$338	0.2%	123
2021 Q3	$318K	Hold	5,637	–	–	0.22%	111
2021 Q2	$320K	Hold	5,637	–	–	0.22%	110
2021 Q1	$312K	Sell	5,637 -29	-0.5%	-$1.64K	0.22%	109
2020 Q4	$332K	Buy	5,666 +204	+4%	+$11.8K	0.26%	94
2020 Q3	$316K	Buy	5,462 +299	+6%	+$17.5K	0.28%	83
2020 Q2	$299K	Hold	5,163	–	–	0.28%	76
2020 Q1	$283K	Buy	+5,163	New	+$283K	0.32%	67

Other funds holding QLTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Acorn Wealth Advisors's QLTA Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 4,940 shares — an estimated $235K sold.

Acorn Wealth Advisors first reported a position in QLTA in Q1 2020 and held it in 21 quarters. The position peaked at $332K in Q4 2020. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

Acorn Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 4,940 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $235K.
Acorn Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2020 and held it in 21 quarters.
Acorn Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $332K in Q4 2020.
171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.