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

Fortune Financial 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
-4,926
Closed -$236K – 97
2025
Q2 		$236K Sell
4,926
-294
-6% -$13.8K 0.19% 87
2025
Q1 		$248K Sell
5,220
-326
-6% -$15.4K 0.21% 85
2024
Q4 		$260K Sell
5,546
-109
-2% -$5.21K 0.24% 80
2024
Q3 		$278K Buy
5,655
+5
+0.1% +$241 0.25% 80
2024
Q2 		$265K Buy
5,650
+5
+0.1% +$234 0.16% 116
2024
Q1 		$268K Sell
5,645
-322
-5% -$15.3K 0.17% 117
2023
Q4 		$287K Sell
5,967
-118
-2% -$5.41K 0.2% 102
2023
Q3 		$274K Buy
6,085
+9
+0.1% +$417 0.21% 98
2023
Q2 		$287K Buy
+6,076
New +$288K 0.22% 97

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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortune Financial Advisors's QLTA Position: Q3 2025 in Review

Fortune Financial Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 4,926 shares — an estimated $236K sold.

Fortune Financial Advisors first reported a position in QLTA in Q2 2023 and held it in 9 quarters. The position peaked at $287K in Q4 2023. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

  • Fortune Financial Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fortune Financial Advisors sold 4,926 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $236K.
  • Fortune Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2023 and held it in 9 quarters.
  • Fortune Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $287K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on Fortune Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.