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Advyzon Investment Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Advyzon Investment Management’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 		$877K Buy
+18,445
New +$876K 0.06% 289

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Advyzon Investment Management's QLTA Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 18,445 shares worth $877K. The stake represents 0.06% of the portfolio and ranks #289 among its holdings.

177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Advyzon Investment Management held 18,445 shares of iShares AAA-A Rated Corporate Bond ETF worth $877K as of Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF was a new Advyzon Investment Management position in Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #289 holding.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.