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

Claro 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
-9,671
Closed -$460K – 479
2025
Q1 		$460K Buy
9,671
+3,895
+67% +$184K 0.06% 285
2024
Q4 		$270K Sell
5,776
-253
-4% -$12.1K 0.04% 382
2024
Q3 		$296K Buy
6,029
+1,040
+21% +$50.2K 0.04% 382
2024
Q2 		$234K Buy
+4,989
New +$233K 0.04% 375

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

Claro Advisors's QLTA Position: Q2 2025 in Review

Claro Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 9,671 shares — an estimated $460K sold.

Claro Advisors first reported a position in QLTA in Q2 2024 and held it in 4 quarters. The position peaked at $460K in Q1 2025. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • Claro Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 9,671 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $460K.
  • Claro Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Claro Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $460K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.