PA
QLTA icon

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

PSI 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
2025
Q2 		– Sell
-2,695
Closed -$128K – 546
2025
Q1 		$128K Buy
2,695
+990
+58% +$46.7K 0.04% 147
2024
Q4 		$79.8K Buy
1,705
+1,503
+744% +$71.8K 0.02% 205
2024
Q3 		$9.93K Buy
+202
New +$9.74K ﹤0.01% 541

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 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSI Advisors's QLTA Position: Q2 2025 in Review

PSI Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2025, closing a stake of 2,695 shares — an estimated $128K sold.

PSI Advisors first reported a position in QLTA in Q3 2024 and held it in 3 quarters. The position peaked at $128K in Q1 2025. 171 funds tracked by Wall St. Rank hold QLTA as of Q2 2025.

  • PSI Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,695 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2025, an estimated $128K.
  • PSI Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • PSI Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $128K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.