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 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's QLTA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 1.7% in Q2 2026, buying an estimated $52.4K and bringing the position to 67,859 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Wealth Enhancement Advisory Services first reported a position in QLTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $529K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Wealth Enhancement Advisory Services held 67,859 shares of iShares AAA-A Rated Corporate Bond ETF worth $168K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,102 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $52.4K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3654 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 12 quarters since.
Wealth Enhancement Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $529K in Q4 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.