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Madison Investment Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Madison Investment 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
2024
Q4 		$33.6M Buy
+718,296
New +$34.3M 0.38% 73

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Madison Investment Advisors's QLTA Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2024: 718,296 shares worth $33.6M. The stake represents 0.38% of the portfolio and ranks #73 among its holdings.

162 funds tracked by Wall St. Rank hold QLTA as of Q4 2024.

  • Madison Investment Advisors held 718,296 shares of iShares AAA-A Rated Corporate Bond ETF worth $33.6M as of Q4 2024.
  • iShares AAA-A Rated Corporate Bond ETF was a new Madison Investment Advisors position in Q4 2024.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.38% of Madison Investment Advisors's portfolio in Q4 2024, its #73 holding.
  • 162 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.