Smartleaf Asset Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Smartleaf Asset 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	–	Hold	0	–	–	–	3462
2025 Q4	–	Sell	-123	Closed	-$5.95K	–	3453
2025 Q3	$5.97K	Buy	+123	New	+$5.9K	﹤0.01%	2320
2024 Q2	–	Sell	-237	Closed	-$11.3K	–	2758
2024 Q1	$11.3K	Hold	237	–	–	﹤0.01%	995
2023 Q4	$11.4K	Buy	+237	New	+$10.9K	﹤0.01%	748

Other funds holding QLTA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWMG

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

Smartleaf Asset Management's QLTA Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q1 2026 at 0 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Smartleaf Asset Management first reported a position in QLTA in Q4 2023 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2023. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

Smartleaf Asset Management held 0 shares of iShares AAA-A Rated Corporate Bond ETF worth $27 as of Q1 2026.
Smartleaf Asset Management left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q1 2026.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3462 holding.
Smartleaf Asset Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
Smartleaf Asset Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $11.4K in Q4 2023.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.