Janney Montgomery Scott
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Janney Montgomery Scott’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Janney Montgomery Scott’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 		$552K Buy
11,599
+719
+7% +$34.6K ﹤0.01% 1985
2025
Q4 		$523K Buy
10,880
+2,702
+33% +$131K ﹤0.01% 2154
2025
Q3 		$396K Buy
+8,178
New +$392K ﹤0.01% 2314
2022
Q4 		– Sell
-5,670
Closed -$257K – 2628
2022
Q3 		$257K Sell
5,670
-15,307
-73% -$738K ﹤0.01% 2114
2022
Q2 		$1M Sell
20,977
-974
-4% -$47.9K ﹤0.01% 1242
2022
Q1 		$1.14M Sell
21,951
-79,256
-78% -$4.22M ﹤0.01% 1174
2021
Q4 		$5.67M Sell
101,207
-62,573
-38% -$3.52M 0.02% 584
2021
Q3 		$9.23M Sell
163,780
-52,372
-24% -$2.99M 0.04% 396
2021
Q2 		$12.3M Sell
216,152
-28,072
-11% -$1.57M 0.05% 313
2021
Q1 		$13.5M Sell
244,224
-12,798
-5% -$725K 0.07% 262
2020
Q4 		$15M Buy
257,022
+31,087
+14% +$1.81M 0.07% 246
2020
Q3 		$13.1M Buy
225,935
+41,189
+22% +$2.41M 0.07% 246
2020
Q2 		$10.7M Buy
184,746
+31,091
+20% +$1.76M 0.07% 266
2020
Q1 		$8.47M Buy
153,655
+142,274
+1,250% +$7.81M 0.07% 278
2019
Q4 		$622K Sell
11,381
-85
-0.7% -$4.64K ﹤0.01% 1314
2019
Q3 		$628K Buy
11,466
+287
+3% +$15.6K ﹤0.01% 1259
2019
Q2 		$601K Buy
+11,179
New +$585K ﹤0.01% 1318
2017
Q2 		– Sell
-10,671
Closed -$551K – 1793
2017
Q1 		$551K Sell
10,671
-150
-1% -$7.72K 0.01% 1112
2016
Q4 		$556K Buy
+10,821
New +$563K 0.01% 1052

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 $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
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
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 $666B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return

Janney Montgomery Scott's QLTA Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 6.6% in Q1 2026, buying an estimated $34.6K and bringing the position to 11,599 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Janney Montgomery Scott first reported a position in QLTA in Q4 2016 and has held it in 19 quarters since. The position peaked at $15M in Q4 2020. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Janney Montgomery Scott held 11,599 shares of iShares AAA-A Rated Corporate Bond ETF worth $552K as of Q1 2026.
  • Janney Montgomery Scott bought 719 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $34.6K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1985 holding.
  • Janney Montgomery Scott first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Janney Montgomery Scott's iShares AAA-A Rated Corporate Bond ETF position peaked at $15M in Q4 2020.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.