Wealthcare Advisory Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Wealthcare Advisory 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 Q3	$258K	Buy	5,743 +372	+7%	+$17.3K	﹤0.01%	961
2026 Q2	$255K	Buy	5,371 +17	+0.3%	+$808	﹤0.01%	940
2026 Q1	$255K	Buy	+5,354	New	+$257K	0.01%	935
2023 Q1	–	Sell	-4,572	Closed	-$212K	–	733
2022 Q4	$212K	Sell	4,572 -2	-0%	-$92	0.01%	641
2022 Q3	$208K	Sell	4,574 -202	-4%	-$9.7K	0.01%	561
2022 Q2	$231K	Sell	4,776 -839	-15%	-$41.2K	0.01%	489
2022 Q1	$291K	Sell	5,615 -262	-4%	-$14K	0.02%	423
2021 Q4	$329K	Sell	5,877 -1,876	-24%	-$106K	0.02%	422
2021 Q3	$437K	Sell	7,753 -1,746	-18%	-$100K	0.03%	343
2021 Q2	$540K	Sell	9,499 -397,129	-98%	-$22.3M	0.04%	307
2021 Q1	$22.5M	Buy	406,628 +38,015	+10%	+$2.15M	1.63%	12
2020 Q4	$21.6M	Buy	368,613 +52,560	+17%	+$3.05M	1.92%	12
2020 Q3	$18.3M	Buy	316,053 +37,900	+14%	+$2.22M	2%	14
2020 Q2	$16.1M	Buy	278,153 +71,593	+35%	+$4.05M	2.01%	16
2020 Q1	$11.4M	Buy	+206,560	New	+$11.3M	1.67%	17

Other funds holding QLTA

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

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealthcare Advisory Partners's QLTA Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 6.9% in Q3 2026, buying an estimated $17.3K and bringing the position to 5,743 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Wealthcare Advisory Partners first reported a position in QLTA in Q1 2020 and has held it in 15 quarters since. The position peaked at $22.5M in Q1 2021. 29 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

Wealthcare Advisory Partners held 5,743 shares of iShares AAA-A Rated Corporate Bond ETF worth $258K as of Q3 2026.
Wealthcare Advisory Partners bought 372 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $17.3K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #961 holding.
Wealthcare Advisory Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2020 and has held it in 15 quarters since.
Wealthcare Advisory Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $22.5M in Q1 2021.
29 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.