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

Lowe 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
2025
Q3 		$45.8K Hold
945
– – 0.02% 153
2025
Q2 		$45.2K Buy
945
+100
+12% +$4.71K 0.02% 148
2025
Q1 		$40.2K Buy
845
+80
+10% +$3.77K 0.02% 150
2024
Q4 		$35.8K Sell
765
-1,020
-57% -$48.7K 0.02% 151
2024
Q3 		$87.7K Sell
1,785
-400
-18% -$19.3K 0.04% 88
2024
Q2 		$102K Sell
2,185
-230
-10% -$10.7K 0.05% 74
2024
Q1 		$115K Buy
2,415
+50
+2% +$2.37K 0.05% 70
2023
Q4 		$114K Sell
2,365
-14,213
-86% -$651K 0.06% 71
2023
Q3 		$747K Sell
16,578
-3,662
-18% -$169K 0.4% 21
2023
Q2 		$955K Sell
20,240
-4,715
-19% -$223K 0.48% 21
2023
Q1 		$1.19M Sell
24,955
-3,669
-13% -$174K 0.64% 15
2022
Q4 		$1.33M Sell
28,624
-3,650
-11% -$168K 0.73% 16
2022
Q3 		$1.46M Sell
32,274
-1,041
-3% -$50.2K 0.86% 14
2022
Q2 		$1.61M Sell
33,315
-21,061
-39% -$1.03M 0.88% 12
2022
Q1 		$2.82M Sell
54,376
-10,422
-16% -$556K 1.27% 12
2021
Q4 		$3.63M Sell
64,798
-6,643
-9% -$374K 1.6% 11
2021
Q3 		$4.02M Sell
71,441
-4,433
-6% -$253K 1.91% 10
2021
Q2 		$4.31M Sell
75,874
-12,461
-14% -$698K 2.07% 10
2021
Q1 		$4.9M Sell
88,335
-8,772
-9% -$497K 2.46% 9
2020
Q4 		$5.68M Buy
97,107
+3,313
+4% +$192K 2.89% 9
2020
Q3 		$5.42M Buy
93,794
+10,112
+12% +$591K 3.01% 9
2020
Q2 		$4.84M Buy
+83,682
New +$4.73M 2.85% 11

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's QLTA Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q3 2025 at 945 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #153.

Lowe Wealth Advisors first reported a position in QLTA in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.68M in Q4 2020. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

  • Lowe Wealth Advisors held 945 shares of iShares AAA-A Rated Corporate Bond ETF worth $45.8K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #153 holding.
  • Lowe Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Lowe Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $5.68M in Q4 2020.
  • 185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.