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

Maripau 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 Q4	–	Sell	-5,119	Closed	-$248K	–	157
2025 Q3	$248K	Sell	5,119 -584	-10%	-$28K	0.12%	122
2025 Q2	$273K	Sell	5,703 -4,265	-43%	-$201K	0.14%	130
2025 Q1	$474K	Buy	9,968 +207	+2%	+$9.76K	0.27%	82
2024 Q4	$457K	Buy	+9,761	New	+$466K	0.27%	78
2024 Q3	–	Sell	-6,146	Closed	-$288K	–	109
2024 Q2	$288K	Buy	+6,146	New	+$287K	0.2%	104

Other funds holding QLTA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Maripau Wealth Management's QLTA Position: Q4 2025 in Review

Maripau Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2025, closing a stake of 5,119 shares — an estimated $248K sold.

Maripau Wealth Management first reported a position in QLTA in Q2 2024 and held it in 5 quarters. The position peaked at $474K in Q1 2025. 191 funds tracked by Wall St. Rank hold QLTA as of Q4 2025.

Maripau Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Maripau Wealth Management sold 5,119 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2025, an estimated $248K.
Maripau Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Maripau Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $474K in Q1 2025.
191 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2025.

Based on Maripau Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.