LRWM
QLTA icon

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

Lord & Richards 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
2025
Q2 		– Sell
-4,613
Closed -$219K – 134
2025
Q1 		$219K Buy
4,613
+244
+6% +$11.5K 0.25% 67
2024
Q4 		$204K Buy
+4,369
New +$209K 0.43% 65

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lord & Richards Wealth Management's QLTA Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 4,613 shares — an estimated $219K sold.

Lord & Richards Wealth Management first reported a position in QLTA in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 4,613 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $219K.
  • Lord & Richards Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $219K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.