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	–	527
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Signal Advisors Wealth's QLTA Position: Q4 2025 in Review

Signal Advisors Wealth sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q4 2025, closing a stake of 11,264 shares — an estimated $546K sold.

Signal Advisors Wealth first reported a position in QLTA in Q3 2024 and held it in 5 quarters. The position peaked at $706K in Q1 2025. 191 funds tracked by Wall St. Rank hold QLTA as of Q4 2025.

Signal Advisors Wealth reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Signal Advisors Wealth sold 11,264 iShares AAA-A Rated Corporate Bond ETF shares in Q4 2025, an estimated $546K.
Signal Advisors Wealth first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Signal Advisors Wealth's iShares AAA-A Rated Corporate Bond ETF position peaked at $706K in Q1 2025.
191 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.