Guardian Wealth Advisors (North Carolina)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-988	Closed	-$47.3K	–	494
2025 Q2	$47.3K	Sell	988 -1,740	-64%	-$81.9K	﹤0.01%	400
2025 Q1	$130K	Buy	2,728 +294	+12%	+$13.9K	0.01%	334
2024 Q4	$114K	Buy	2,434 +1,793	+280%	+$85.6K	0.01%	333
2024 Q3	$31.5K	Buy	641 +178	+38%	+$8.59K	﹤0.01%	332
2024 Q2	$21.7K	Hold	463	–	–	﹤0.01%	340
2024 Q1	$22K	Buy	+463	New	+$21.9K	﹤0.01%	358

Other funds holding QLTA

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s QLTA Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 988 shares — an estimated $47.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in QLTA in Q1 2024 and held it in 6 quarters. The position peaked at $130K in Q1 2025. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 988 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $47.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares AAA-A Rated Corporate Bond ETF position peaked at $130K in Q1 2025.
185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.