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Atria Wealth Solutions’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Atria Wealth Solutions’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 		$1.32M Sell
27,581
-37,841
-58% -$1.78M 0.03% 543
2025
Q1 		$3.11M Sell
65,422
-34,058
-34% -$1.61M 0.04% 488
2024
Q4 		$4.65M Buy
99,480
+62,013
+166% +$2.96M 0.05% 369
2024
Q3 		$1.84M Buy
37,467
+27,289
+268% +$1.32M 0.02% 672
2024
Q2 		$477K Sell
10,178
-410
-4% -$19.2K 0.01% 1260
2024
Q1 		$503K Sell
10,588
-270
-2% -$12.8K 0.01% 1263
2023
Q4 		$523K Sell
10,858
-87
-0.8% -$3.99K 0.01% 1185
2023
Q3 		$493K Sell
10,945
-1,108
-9% -$51.3K 0.01% 1132
2023
Q2 		$569K Buy
12,053
+6,572
+120% +$311K 0.01% 1098
2023
Q1 		$262K Buy
5,481
+18
+0.3% +$852 ﹤0.01% 1500
2022
Q4 		$253K Buy
5,463
+38
+0.7% +$1.75K ﹤0.01% 1460
2022
Q3 		$246K Buy
+5,425
New +$262K ﹤0.01% 1431

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's QLTA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 58% in Q2 2025, selling an estimated $1.78M and leaving 27,581 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #543.

Atria Wealth Solutions first reported a position in QLTA in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.65M in Q4 2024. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • Atria Wealth Solutions held 27,581 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.32M as of Q2 2025.
  • Atria Wealth Solutions sold 37,841 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $1.78M.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #543 holding.
  • Atria Wealth Solutions first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.65M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.