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Richardson Financial Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Richardson Financial Services’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
2026
Q1 		– Sell
-7
Closed -$337 – 650
2025
Q4 		$337 Hold
7
– – ﹤0.01% 594
2025
Q3 		$339 Buy
+7
New +$336 ﹤0.01% 504

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return

Richardson Financial Services's QLTA Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 7 shares — an estimated $337 sold.

Richardson Financial Services first reported a position in QLTA in Q3 2025 and held it in 2 quarters. The position peaked at $339 in Q3 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Richardson Financial Services reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 7 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $337.
  • Richardson Financial Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Richardson Financial Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $339 in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.