Signet Financial Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Signet Financial Management’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	$895K	Sell	18,802 -3,034	-14%	-$146K	0.1%	164
2025 Q4	$1.05M	Sell	21,836 -8,571	-28%	-$415K	0.12%	157
2025 Q3	$1.47M	Buy	30,407 +3,267	+12%	+$157K	0.17%	139
2025 Q2	$1.3M	Buy	27,140 +4,009	+17%	+$189K	0.16%	147
2025 Q1	$1.1M	Buy	+23,131	New	+$1.09M	0.15%	154

Other funds holding QLTA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWMG

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

Signet Financial Management's QLTA Position: Q1 2026 in Review

Signet Financial Management reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 14% in Q1 2026, selling an estimated $146K and leaving 18,802 shares worth $895K. The position accounts for 0.1% of the portfolio, ranked #164.

Signet Financial Management first reported a position in QLTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

Signet Financial Management held 18,802 shares of iShares AAA-A Rated Corporate Bond ETF worth $895K as of Q1 2026.
Signet Financial Management sold 3,034 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $146K.
iShares AAA-A Rated Corporate Bond ETF made up 0.1% of Signet Financial Management's portfolio in Q1 2026, its #164 holding.
Signet Financial Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Signet Financial Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.47M in Q3 2025.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.