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Sunbelt Securities’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-465
Closed -$21.8K – 2830
2025
Q2 		$21.8K Buy
+465
New +$21.9K ﹤0.01% 1152
2025
Q1 		– Sell
-465
Closed -$21.8K – 1878
2024
Q4 		$21.8K Hold
465
– – ﹤0.01% 1153
2024
Q3 		$22.9K Hold
465
– – ﹤0.01% 1143
2024
Q2 		$21.8K Hold
465
– – ﹤0.01% 1114
2024
Q1 		$22.1K Hold
465
– – ﹤0.01% 1072
2023
Q4 		$22.4K Hold
465
– – ﹤0.01% 1005
2023
Q3 		$21K Hold
465
– – ﹤0.01% 1008
2023
Q2 		$21.9K Hold
465
– – ﹤0.01% 1000
2023
Q1 		$22.1K Buy
+465
New +$22K ﹤0.01% 936

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's QLTA Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2025, closing a stake of 465 shares — an estimated $21.8K sold.

Sunbelt Securities first reported a position in QLTA in Q1 2023 and held it in 9 quarters. The position peaked at $22.9K in Q3 2024. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 465 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2025, an estimated $21.8K.
  • Sunbelt Securities first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's iShares AAA-A Rated Corporate Bond ETF position peaked at $22.9K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.