West Wealth Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

West Wealth Group’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	–	Sell	-5,122	Closed	-$246K	–	139
2025 Q4	$246K	Buy	5,122 +40	+0.8%	+$1.94K	0.05%	110
2025 Q3	$248K	Sell	5,082 -3,615	-42%	-$173K	0.06%	109
2025 Q2	$417K	Buy	8,697 +743	+9%	+$35K	0.1%	64
2025 Q1	$378K	Buy	7,954 +3,019	+61%	+$142K	0.11%	62
2024 Q4	$231K	Buy	4,935 +9	+0.2%	+$430	0.07%	83
2024 Q3	$242K	Sell	4,926 -273	-5%	-$13.2K	0.08%	76
2024 Q2	$244K	Buy	+5,199	New	+$243K	0.09%	76

Other funds holding QLTA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MMA

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

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

MCM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWMG

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

West Wealth Group's QLTA Position: Q1 2026 in Review

West Wealth Group sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 5,122 shares — an estimated $246K sold.

West Wealth Group first reported a position in QLTA in Q2 2024 and held it in 7 quarters. The position peaked at $417K in Q2 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

West Wealth Group reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
West Wealth Group sold 5,122 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $246K.
West Wealth Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
West Wealth Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $417K in Q2 2025.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.