Atomi Financial Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Atomi Financial 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 Q2	$845K	Sell	17,777 -907	-5%	-$43.1K	0.02%	540
2026 Q1	$889K	Sell	18,684 -964	-5%	-$46.3K	0.03%	471
2025 Q4	$945K	Sell	19,648 -194	-1%	-$9.39K	0.03%	433
2025 Q3	$962K	Sell	19,842 -112	-0.6%	-$5.37K	0.03%	393
2025 Q2	$955K	Sell	19,954 -3,326	-14%	-$157K	0.04%	351
2025 Q1	$1.11M	Sell	23,280 -5,912	-20%	-$279K	0.05%	282
2024 Q4	$1.37M	Buy	+29,192	New	+$1.39M	0.07%	207

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

Atomi Financial Group's QLTA Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 4.9% in Q2 2026, selling an estimated $43.1K and leaving 17,777 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #540.

Atomi Financial Group first reported a position in QLTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2024. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Atomi Financial Group held 17,777 shares of iShares AAA-A Rated Corporate Bond ETF worth $845K as of Q2 2026.
Atomi Financial Group sold 907 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $43.1K.
iShares AAA-A Rated Corporate Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #540 holding.
Atomi Financial Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.37M in Q4 2024.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.