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

Hanover 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
2026
Q1 		$1.49M Buy
31,317
+480
+2% +$23.1K 0.61% 20
2025
Q4 		$1.48M Sell
30,837
-1,887
-6% -$91.3K 0.58% 20
2025
Q3 		$1.59M Sell
32,724
-661
-2% -$31.7K 0.62% 19
2025
Q2 		$1.6M Sell
33,385
-1,892
-5% -$89K 0.65% 17
2025
Q1 		$1.68M Sell
35,277
-1,350
-4% -$63.6K 0.73% 14
2024
Q4 		$1.71M Sell
36,627
-2,882
-7% -$138K 0.72% 15
2024
Q3 		$1.94M Sell
39,509
-2,762
-7% -$133K 0.82% 14
2024
Q2 		$1.98M Sell
42,271
-10,518
-20% -$491K 0.88% 13
2024
Q1 		$2.51M Buy
52,789
+8,004
+18% +$379K 1.05% 11
2023
Q4 		$2.16M Buy
+44,785
New +$2.05M 1.05% 10

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return