IHT Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

IHT Wealth Management’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	-5,257	Closed	-$253K	–	1319
2025 Q4	$253K	Buy	5,257 +201	+4%	+$9.73K	0.01%	1022
2025 Q3	$245K	Buy	+5,056	New	+$242K	0.01%	1032
2018 Q2	–	Sell	-200	Closed	-$10K	–	1122
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	1195
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	1172
2017 Q3	$11K	Hold	200	–	–	﹤0.01%	942
2017 Q2	$14	Hold	200	–	–	0.01%	871
2017 Q1	$10K	Hold	200	–	–	0.01%	850
2016 Q4	$10K	Buy	+200	New	+$10.4K	0.01%	802

Other funds holding QLTA

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

IHT Wealth Management's QLTA Position: Q1 2026 in Review

IHT Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 5,257 shares — an estimated $253K sold.

IHT Wealth Management first reported a position in QLTA in Q4 2016 and held it in 8 quarters. The position peaked at $253K in Q4 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

IHT Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 5,257 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $253K.
IHT Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $253K in Q4 2025.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.