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

Signal Advisors Wealth’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
Q4 		– Sell
-11,264
Closed -$546K – 528
2025
Q3 		$546K Buy
11,264
+2,811
+33% +$135K 0.05% 257
2025
Q2 		$404K Sell
8,453
-6,404
-43% -$301K 0.03% 328
2025
Q1 		$706K Buy
14,857
+474
+3% +$22.3K 0.07% 229
2024
Q4 		$673K Buy
14,383
+6,112
+74% +$292K 0.08% 227
2024
Q3 		$407K Buy
+8,271
New +$399K 0.06% 282

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return