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LGT Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

LGT Financial 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
-1,032
Closed -$50K – 341
2025
Q3 		$50K Sell
1,032
-3,989
-79% -$191K 0.11% 125
2025
Q2 		$240K Sell
5,021
-24
-0.5% -$1.13K 0.61% 35
2025
Q1 		$240K Buy
5,045
+1,715
+52% +$80.8K 0.73% 34
2024
Q4 		$156K Sell
3,330
-227
-6% -$10.8K 0.34% 56
2024
Q3 		$175K Buy
+3,557
New +$172K 0.43% 42

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

LGT Financial Advisors's QLTA Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2025, closing a stake of 1,032 shares — an estimated $50K sold.

LGT Financial Advisors first reported a position in QLTA in Q3 2024 and held it in 5 quarters. The position peaked at $240K in Q2 2025. 191 funds tracked by Wall St. Rank hold QLTA as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,032 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2025, an estimated $50K.
  • LGT Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • LGT Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $240K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.