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

Bigelow Investment 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
2026
Q1 		$1.2M Buy
25,253
+562
+2% +$27K 0.48% 53
2025
Q4 		$1.19M Buy
24,691
+3,309
+15% +$160K 0.46% 57
2025
Q3 		$1.04M Buy
21,382
+560
+3% +$26.8K 0.42% 65
2025
Q2 		$996K Buy
20,822
+476
+2% +$22.4K 0.44% 63
2025
Q1 		$967K Sell
20,346
-1,231
-6% -$58K 0.46% 64
2024
Q4 		$1.01M Buy
21,577
+28
+0.1% +$1.34K 0.47% 61
2024
Q3 		$1.06M Sell
21,549
-414
-2% -$20K 0.47% 63
2024
Q2 		$1.03M Sell
21,963
-4
-0% -$187 0.49% 60
2024
Q1 		$1.04M Sell
21,967
-1,023
-4% -$48.5K 0.51% 59
2023
Q4 		$1.11M Sell
22,990
-3,619
-14% -$166K 0.6% 51
2023
Q3 		$1.2M Sell
26,609
-1,638
-6% -$75.8K 0.69% 44
2023
Q2 		$1.33M Buy
+28,247
New +$1.34M 0.73% 44
2023
Q1 		– Sell
-29,128
Closed -$1.38M – 41
2022
Q4 		$1.35M Sell
29,128
-10,278
-26% -$473K 0.78% 41
2022
Q3 		$1.79M Buy
39,406
+1,261
+3% +$60.8K 1.07% 22
2022
Q2 		$1.84M Buy
38,145
+1,042
+3% +$51.2K 1.01% 23
2022
Q1 		$1.92M Buy
37,103
+11,175
+43% +$596K 0.9% 29
2021
Q4 		$1.45M Buy
25,928
+5,082
+24% +$286K 0.66% 42
2021
Q3 		$1.17M Sell
20,846
-14,905
-42% -$851K 0.58% 48
2021
Q2 		$2.03M Hold
35,751
– – 0.99% 21
2021
Q1 		$1.98M Buy
35,751
+6,834
+24% +$387K 1% 20
2020
Q4 		$1.69M Buy
28,917
+12,875
+80% +$748K 0.9% 23
2020
Q3 		$928K Buy
16,042
+484
+3% +$28.3K 0.55% 49
2020
Q2 		$900K Buy
+15,558
New +$880K 0.58% 47

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Bigelow Investment Advisors's QLTA Position: Q1 2026 in Review

Bigelow Investment Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 2.3% in Q1 2026, buying an estimated $27K and bringing the position to 25,253 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #53.

Bigelow Investment Advisors first reported a position in QLTA in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q2 2021. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Bigelow Investment Advisors held 25,253 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.2M as of Q1 2026.
  • Bigelow Investment Advisors bought 562 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $27K.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.48% of Bigelow Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • Bigelow Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Bigelow Investment Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.03M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.