Dynamic Wealth Strategies’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Dynamic Wealth Strategies’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	$1.36M	Buy	28,567 +1,500	+6%	+$72.1K	0.79%	27
2025 Q4	$1.3M	Buy	27,067 +1,446	+6%	+$70K	0.77%	28
2025 Q3	$1.24M	Sell	25,621 -2,084	-8%	-$99.9K	0.83%	27
2025 Q2	$1.33M	Buy	27,705 +6,258	+29%	+$295K	0.95%	25
2025 Q1	$1.02M	Buy	21,447 +685	+3%	+$32.3K	0.85%	25
2024 Q4	$971K	Buy	20,762 +568	+3%	+$27.1K	0.86%	22
2024 Q3	$993K	Buy	20,194 +422	+2%	+$20.4K	0.81%	22
2024 Q2	$927K	Sell	19,772 -578	-3%	-$27K	0.8%	23
2024 Q1	$966K	Sell	20,350 -521	-2%	-$24.7K	0.83%	22
2023 Q4	$1M	Buy	+20,871	New	+$957K	0.93%	20

Other funds holding QLTA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return

Dynamic Wealth Strategies's QLTA Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 5.5% in Q1 2026, buying an estimated $72.1K and bringing the position to 28,567 shares worth $1.36M. The position accounts for 0.79% of the portfolio, ranked #27.

Dynamic Wealth Strategies first reported a position in QLTA in Q4 2023 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

Dynamic Wealth Strategies held 28,567 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.36M as of Q1 2026.
Dynamic Wealth Strategies bought 1,500 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $72.1K.
iShares AAA-A Rated Corporate Bond ETF made up 0.79% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #27 holding.
Dynamic Wealth Strategies first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.