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

Bellwether 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 Q3	–	Sell	-58	Closed	-$2.77K	–	462
2025 Q2	$2.77K	Hold	58	–	–	﹤0.01%	469
2025 Q1	$2.76K	Hold	58	–	–	﹤0.01%	416
2024 Q4	$2.71K	Buy	+58	New	+$2.77K	﹤0.01%	423
2023 Q2	–	Sell	-58	Closed	-$2.77K	–	347
2023 Q1	$2.77K	Hold	58	–	–	﹤0.01%	332
2022 Q4	$2.69K	Hold	58	–	–	﹤0.01%	337
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	398
2022 Q2	$2K	Hold	58	–	–	﹤0.01%	338
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	423
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	467
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	436
2021 Q2	$3K	Hold	58	–	–	﹤0.01%	356
2021 Q1	$3K	Hold	58	–	–	﹤0.01%	332
2020 Q4	$3K	Buy	+58	New	+$3.37K	﹤0.01%	294

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MCM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellwether Advisors's QLTA Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 58 shares — an estimated $2.77K sold.

Bellwether Advisors first reported a position in QLTA in Q4 2020 and held it in 13 quarters. The position peaked at $3K in Q1 2022. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

Bellwether Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 58 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $2.77K.
Bellwether Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $3K in Q1 2022.
185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.