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MassMutual Private Wealth & Trust’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-135
Closed -$6.46K – 2442
2025
Q2 		$6.46K Buy
+135
New +$6.35K ﹤0.01% 1534

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's QLTA Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 135 shares — an estimated $6.46K sold.

MassMutual Private Wealth & Trust first reported a position in QLTA in Q2 2025 and held it in 1 quarter. The position peaked at $6.46K in Q2 2025. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 135 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $6.46K.
  • MassMutual Private Wealth & Trust first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares AAA-A Rated Corporate Bond ETF position peaked at $6.46K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.