Wealth Enhancement Advisory Services
QLTA icon

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
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

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