Ameritas Advisory Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Ameritas 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	$254K	Buy	5,347 +700	+15%	+$33.3K	0.01%	1009
2026 Q1	$221K	Buy	4,647 +348	+8%	+$16.7K	0.01%	896
2025 Q4	$207K	Buy	+4,299	New	+$208K	0.01%	895
2025 Q3	–	Sell	-10,733	Closed	-$513K	–	2738
2025 Q2	$513K	Sell	10,733 -12,521	-54%	-$589K	0.03%	501
2025 Q1	$1.11M	Sell	23,254 -24,354	-51%	-$1.15M	0.04%	370
2024 Q4	$2.23M	Sell	47,608 -55,835	-54%	-$2.67M	0.08%	233
2024 Q3	$5.08M	Sell	103,443 -51,789	-33%	-$2.5M	0.22%	111
2024 Q2	$7.27M	Sell	155,232 -6,211	-4%	-$290K	0.27%	73
2024 Q1	$7.67M	Buy	161,443 +21,917	+16%	+$1.04M	0.32%	64
2023 Q4	$6.72M	Sell	139,526 -25,802	-16%	-$1.18M	0.37%	58
2023 Q3	$7.45M	Buy	+165,328	New	+$7.65M	0.37%	52
2023 Q2	–	Sell	-167,158	Closed	-$8M	–	2066
2023 Q1	$8M	Sell	167,158 -10,911	-6%	-$516K	0.4%	48
2022 Q4	$8.25M	Buy	178,069 +5,078	+3%	+$234K	0.38%	50
2022 Q3	$7.85M	Sell	172,991 -4,442	-3%	-$214K	0.47%	44
2022 Q2	$8.56M	Sell	177,433 -2,008	-1%	-$98.7K	0.5%	41
2022 Q1	$9.3M	Buy	179,441 +2,948	+2%	+$157K	0.34%	54
2021 Q4	$9.89M	Buy	+176,493	New	+$9.93M	0.36%	56

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

Ameritas Advisory Services's QLTA Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 15% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,347 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1009.

Ameritas Advisory Services first reported a position in QLTA in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.89M in Q4 2021. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Ameritas Advisory Services held 5,347 shares of iShares AAA-A Rated Corporate Bond ETF worth $254K as of Q2 2026.
Ameritas Advisory Services bought 700 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $33.3K.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1009 holding.
Ameritas Advisory Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $9.89M in Q4 2021.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.