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

Mowery & Schoenfeld 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
Q2 		– Sell
-1,147
Closed -$54.5K – 449
2025
Q1 		$54.5K Buy
+1,147
New +$54.1K 0.11% 127

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's QLTA Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 1,147 shares — an estimated $54.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in QLTA in Q1 2025 and held it in 1 quarter. The position peaked at $54.5K in Q1 2025. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,147 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $54.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $54.5K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.