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Heartwood Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-90
Closed -$4.36K – 507
2025
Q3 		$4.36K Buy
+90
New +$4.31K ﹤0.01% 425

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Heartwood Wealth Advisors's QLTA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2025, closing a stake of 90 shares — an estimated $4.36K sold.

Heartwood Wealth Advisors first reported a position in QLTA in Q3 2025 and held it in 1 quarter. The position peaked at $4.36K in Q3 2025. 191 funds tracked by Wall St. Rank hold QLTA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 90 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2025, an estimated $4.36K.
  • Heartwood Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.36K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.