QLTA β€” iShares Trust Aaa - (a Rated Corp BD Etf)

Ownership history in MARIPAU WEALTH MANAGEMENT LLC  Β·  5 quarters on record

AI Ownership Summary

MARIPAU WEALTH MANAGEMENT LLC reported iShares Trust Aaa - (a Rated Corp BD Etf) (QLTA) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.27% in 2025 Q1. The latest visible filing shows QLTA at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QLTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARIPAU WEALTH MANAGEMENT LLC's position in iShares Trust Aaa - (a Rated Corp BD Etf), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

QLTA was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARIPAU WEALTH MANAGEMENT LLC held QLTA β€” position size vs. price
% of Fund (quarterly)    QLTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,119 -584 -10.2% 0.12% $248K 2025-11-14 $47.23
2025 Q2 REDUCED 5,703 -4,265 -42.8% 0.14% $273K 2025-08-12 $46.48
2025 Q1 ADDED 9,968 +207 +2.1% 0.27% $474K 2025-05-13 $44.99
2024 Q4 ADDED 9,761 +3,615 +58.8% 0.27% $457K 2025-02-05 $44.93
2024 Q2 INITIATED 6,146 β€” β€” 0.20% $288K 2024-07-31 $44.36

🏒 Other funds also holding QLTA

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.03%

FAQ About MARIPAU WEALTH MANAGEMENT LLC and QLTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARIPAU WEALTH MANAGEMENT LLC reported owning QLTA?

MARIPAU WEALTH MANAGEMENT LLC reported QLTA across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported QLTA position in MARIPAU WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for QLTA was 0.27% in 2025 Q1.

What is the latest reported QLTA position on this page?

The most recent filing on this page is 2025 Q3, when MARIPAU WEALTH MANAGEMENT LLC reported 5,119 shares, equal to 0.12% of portfolio, with an estimated market value of $248K.

What does the chart on this QLTA ownership page compare?

The chart compares MARIPAU WEALTH MANAGEMENT LLC's quarterly QLTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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