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Milestone Asset Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Milestone Asset 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
Q1 		– Sell
-152,967
Closed -$7.16M – 245
2024
Q4 		$7.16M Buy
+152,967
New +$7.31M 1.58% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Milestone Asset Management's QLTA Position: Q1 2025 in Review

Milestone Asset Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2025, closing a stake of 152,967 shares — an estimated $7.16M sold.

Milestone Asset Management first reported a position in QLTA in Q4 2024 and held it in 1 quarter. The position peaked at $7.16M in Q4 2024. 178 funds tracked by Wall St. Rank hold QLTA as of Q1 2025.

  • Milestone Asset Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 152,967 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2025, an estimated $7.16M.
  • Milestone Asset Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Milestone Asset Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $7.16M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.