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Balboa Wealth Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Balboa Wealth Partners’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
-5,010
Closed -$238K – 400
2025
Q1 		$238K Buy
+5,010
New +$236K 0.06% 232

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Balboa Wealth Partners's QLTA Position: Q2 2025 in Review

Balboa Wealth Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 5,010 shares — an estimated $238K sold.

Balboa Wealth Partners first reported a position in QLTA in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • Balboa Wealth Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,010 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $238K.
  • Balboa Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $238K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.