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

Heritage Oak 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
2026
Q1 		– Sell
-4,181
Closed -$201K – 86
2025
Q4 		$201K Buy
+4,181
New +$202K 0.07% 78

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Heritage Oak Wealth Advisors's QLTA Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 4,181 shares — an estimated $201K sold.

Heritage Oak Wealth Advisors first reported a position in QLTA in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Heritage Oak Wealth Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,181 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Heritage Oak Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $201K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.