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

Arax 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 Q2	$140K	Sell	2,944 -263	-8%	-$12.5K	﹤0.01%	2496
2026 Q1	$153K	Sell	3,207 -11,079	-78%	-$532K	﹤0.01%	1198
2025 Q4	$687K	Buy	+14,286	New	+$692K	0.02%	485
2020 Q4	$174K	Sell	2,972 -2,217	-43%	-$129K	0.03%	225
2020 Q3	$300K	Buy	+5,189	New	+$303K	0.05%	119

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

Arax Advisory Partners's QLTA Position: Q2 2026 in Review

Arax Advisory Partners reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 8.2% in Q2 2026, selling an estimated $12.5K and leaving 2,944 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Arax Advisory Partners first reported a position in QLTA in Q3 2020 and has held it in 5 quarters since. The position peaked at $687K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Arax Advisory Partners held 2,944 shares of iShares AAA-A Rated Corporate Bond ETF worth $140K as of Q2 2026.
Arax Advisory Partners sold 263 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2496 holding.
Arax Advisory Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
Arax Advisory Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $687K in Q4 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.