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

Sanctuary 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
2026
Q1 		$2.09M Sell
43,907
-15,730
-26% -$756K 0.01% 939
2025
Q4 		$2.87M Sell
59,637
-19,688
-25% -$953K 0.02% 747
2025
Q3 		$3.84M Buy
79,325
+3,592
+5% +$172K 0.02% 614
2025
Q2 		$3.62M Buy
75,733
+21,911
+41% +$1.03M 0.02% 614
2025
Q1 		$2.56M Buy
53,822
+1,662
+3% +$78.3K 0.02% 699
2024
Q4 		$2.46M Buy
52,160
+18,319
+54% +$875K 0.02% 771
2024
Q3 		$1.6M Buy
33,841
+2,306
+7% +$111K 0.01% 1002
2024
Q2 		$1.45M Buy
+31,535
New +$1.47M 0.01% 984

Other funds holding QLTA

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $564B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return