Beaumont Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Beaumont Financial Advisors’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	$610K	Hold	12,842	–	–	0.04%	225
2026 Q1	$611K	Hold	12,842	–	–	0.04%	213
2025 Q4	$618K	Hold	12,842	–	–	0.04%	210
2025 Q3	$622K	Hold	12,842	–	–	0.04%	210
2025 Q2	$614K	Sell	12,842 -333	-3%	-$15.7K	0.04%	200
2025 Q1	$626K	Buy	13,175 +312	+2%	+$14.7K	0.05%	197
2024 Q4	$602K	Hold	12,863	–	–	0.05%	203
2024 Q3	$632K	Hold	12,863	–	–	0.05%	188
2024 Q2	$603K	Hold	12,863	–	–	0.05%	196
2024 Q1	$611K	Sell	12,863 -21	-0.2%	-$996	0.05%	184
2023 Q4	$620K	Sell	12,884 -2,070	-14%	-$94.9K	0.06%	175
2023 Q3	$674K	Hold	14,954	–	–	0.07%	153
2023 Q2	$706K	Hold	14,954	–	–	0.07%	161
2023 Q1	$715K	Sell	14,954 -17	-0.1%	-$805	0.07%	148
2022 Q4	$694K	Sell	14,971 -240	-2%	-$11K	0.07%	155
2022 Q3	$690K	Hold	15,211	–	–	0.07%	146
2022 Q2	$734K	Hold	15,211	–	–	0.07%	147
2022 Q1	$788K	Sell	15,211 -955	-6%	-$50.9K	0.06%	166
2021 Q4	$906K	Hold	16,166	–	–	0.07%	156
2021 Q3	$911K	Hold	16,166	–	–	0.07%	148
2021 Q2	$919K	Hold	16,166	–	–	0.07%	153
2021 Q1	$896K	Sell	16,166 -80	-0.5%	-$4.53K	0.08%	149
2020 Q4	$951K	Hold	16,246	–	–	0.08%	143
2020 Q3	$940K	Hold	16,246	–	–	0.09%	150
2020 Q2	$940K	Buy	16,246 +99	+0.6%	+$5.6K	0.1%	140
2020 Q1	$890K	Buy	16,147 +971	+6%	+$53.3K	0.11%	110
2019 Q4	$830K	Buy	15,176 +146	+1%	+$7.98K	0.08%	140
2019 Q3	$824K	Buy	+15,030	New	+$816K	0.08%	138

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

Beaumont Financial Advisors's QLTA Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 12,842 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #225.

Beaumont Financial Advisors first reported a position in QLTA in Q3 2019 and has held it in 28 quarters since. The position peaked at $951K in Q4 2020. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Beaumont Financial Advisors held 12,842 shares of iShares AAA-A Rated Corporate Bond ETF worth $610K as of Q2 2026.
Beaumont Financial Advisors left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #225 holding.
Beaumont Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Beaumont Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $951K in Q4 2020.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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