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

Strategic Wealth Partners’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 		$1.09K Sell
23
-78
-77% -$3.75K ﹤0.01% 1235
2025
Q4 		$4.86K Hold
101
– – ﹤0.01% 1057
2025
Q3 		$4.89K Buy
+101
New +$4.84K ﹤0.01% 1043

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 Wealth Partners's QLTA Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 77% in Q1 2026, selling an estimated $3.75K and leaving 23 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Strategic Wealth Partners first reported a position in QLTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.89K in Q3 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Strategic Wealth Partners held 23 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.09K as of Q1 2026.
  • Strategic Wealth Partners sold 78 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $3.75K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1235 holding.
  • Strategic Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.89K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.