Wealth Enhancement Advisory Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$196K	Sell	67,695 -164	-0.2%	-$7.61K	﹤0.01%	3753
2026 Q2	$168K	Buy	67,859 +1,102	+2%	+$52.4K	﹤0.01%	3654
2026 Q1	$178K	Buy	66,757 +55,779	+508%	+$2.68M	﹤0.01%	3176
2025 Q4	$529K	Buy	10,978 +590	+6%	+$28.6K	﹤0.01%	2431
2025 Q3	$503K	Hold	10,388	–	–	﹤0.01%	2369
2025 Q2	$494K	Buy	10,388 +34	+0.3%	+$1.6K	﹤0.01%	2240
2025 Q1	$492K	Sell	10,354 -662	-6%	-$31.2K	﹤0.01%	2079
2024 Q4	$515K	Buy	11,016 +2,299	+26%	+$110K	﹤0.01%	1971
2024 Q3	$428K	Buy	8,717 +1,187	+16%	+$57.3K	﹤0.01%	1927
2024 Q2	$353K	Hold	7,530	–	–	﹤0.01%	1872
2024 Q1	$358K	Hold	7,530	–	–	﹤0.01%	1804
2023 Q4	$362K	Sell	7,530 -13	-0.2%	-$596	﹤0.01%	1703
2023 Q3	$340K	Buy	+7,543	New	+$349K	﹤0.01%	1660

Other funds holding QLTA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's QLTA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 0.24% in Q3 2026, selling an estimated $7.61K and leaving 67,695 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3753.

Wealth Enhancement Advisory Services first reported a position in QLTA in Q3 2023 and has held it in 13 quarters since. The position peaked at $529K in Q4 2025. 74 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

Wealth Enhancement Advisory Services held 67,695 shares of iShares AAA-A Rated Corporate Bond ETF worth $196K as of Q3 2026.
Wealth Enhancement Advisory Services sold 164 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $7.61K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3753 holding.
Wealth Enhancement Advisory Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $529K in Q4 2025.
74 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.