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Strategic Blueprint’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Strategic Blueprint’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 		– Sell
-6,730
Closed -$324K – 682
2025
Q4 		$324K Buy
6,730
+1,639
+32% +$79.3K 0.02% 504
2025
Q3 		$247K Buy
+5,091
New +$244K 0.01% 650

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 $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
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
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 $666B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Strategic Blueprint's QLTA Position: Q1 2026 in Review

Strategic Blueprint sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 6,730 shares — an estimated $324K sold.

Strategic Blueprint first reported a position in QLTA in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q4 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Strategic Blueprint reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Blueprint sold 6,730 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $324K.
  • Strategic Blueprint first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Blueprint's iShares AAA-A Rated Corporate Bond ETF position peaked at $324K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.