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DOHJ LLC’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

DOHJ LLC’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
-71,607
Closed -$3.35M – 104
2025
Q2 		$3.35M Buy
71,607
+57,924
+423% +$2.73M 0.97% 31
2025
Q1 		$650K Buy
+13,683
New +$645K 0.15% 108

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DOHJ LLC's QLTA Position: Q3 2025 in Review

DOHJ LLC sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 71,607 shares — an estimated $3.35M sold.

DOHJ LLC first reported a position in QLTA in Q1 2025 and held it in 2 quarters. The position peaked at $3.35M in Q2 2025. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

  • DOHJ LLC reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 71,607 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $3.35M.
  • DOHJ LLC first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • DOHJ LLC's iShares AAA-A Rated Corporate Bond ETF position peaked at $3.35M in Q2 2025.
  • 185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.