SW
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Simplicity Wealth’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Simplicity 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
2026
Q1 		$620K Sell
13,030
-108
-0.8% -$5.19K 0.04% 407
2025
Q4 		$632K Buy
13,138
+1,254
+11% +$60.7K 0.04% 375
2025
Q3 		$576K Sell
11,884
-26,466
-69% -$1.27M 0.03% 409
2025
Q2 		$1.83M Buy
38,350
+23,992
+167% +$1.13M 0.08% 229
2025
Q1 		$682K Buy
+14,358
New +$677K 0.05% 295
2024
Q4 		– Sell
-12,488
Closed -$614K – 468
2024
Q3 		$614K Buy
12,488
+5,307
+74% +$256K 0.06% 263
2024
Q2 		$337K Buy
7,181
+1,159
+19% +$54.1K 0.01% 914
2024
Q1 		$286K Buy
+6,022
New +$285K 0.01% 935

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 $7.28B AUM 16.22% 1-Year Est. Return
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