IWA
QLTA icon

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

Icon 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 		$586K Sell
12,347
-4,955
-29% -$238K 0.04% 238
2025
Q4 		$832K Sell
17,302
-12,870
-43% -$623K 0.06% 191
2025
Q3 		$1.46M Buy
30,172
+12
+0% +$575 0.1% 144
2025
Q2 		$1.44M Sell
30,160
-170
-0.6% -$8K 0.1% 145
2025
Q1 		$1.44M Buy
30,330
+9,724
+47% +$458K 0.12% 127
2024
Q4 		$964K Buy
20,606
+3,300
+19% +$158K 0.08% 150
2024
Q3 		$851K Sell
17,306
-3,534
-17% -$170K 0.07% 155
2024
Q2 		$997K Buy
+20,840
New +$973K 0.09% 147

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