Cambridge Investment Research Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Cambridge Investment Research 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	$642K	Sell	13,520 -33,037	-71%	-$1.57M	﹤0.01%	2726
2026 Q1	$2.22M	Sell	46,557 -64,536	-58%	-$3.1M	0.01%	1516
2025 Q4	$5.34M	Sell	111,093 -12,173	-10%	-$589K	0.01%	896
2025 Q3	$5.97M	Buy	123,266 +11,120	+10%	+$533K	0.02%	812
2025 Q2	$5.37M	Buy	112,146 +5,414	+5%	+$255K	0.02%	814
2025 Q1	$5.07M	Sell	106,732 -25,040	-19%	-$1.18M	0.02%	792
2024 Q4	$6.17M	Buy	131,772 +79,953	+154%	+$3.82M	0.02%	688
2024 Q3	$2.55M	Buy	51,819 +23,006	+80%	+$1.11M	0.01%	1171
2024 Q2	$1.35M	Sell	28,813 -20,347	-41%	-$950K	0.01%	1565
2024 Q1	$2.33M	Buy	49,160 +6,715	+16%	+$318K	0.01%	1162
2023 Q4	$2.04M	Buy	42,445 +815	+2%	+$37.4K	0.01%	1181
2023 Q3	$1.88M	Buy	41,630 +11,857	+40%	+$549K	0.01%	1177
2023 Q2	$1.41M	Buy	29,773 +2,761	+10%	+$131K	0.01%	1382
2023 Q1	$1.29M	Buy	27,012 +18,420	+214%	+$872K	0.01%	1402
2022 Q4	$398K	Buy	8,592 +3,220	+60%	+$148K	﹤0.01%	2205
2022 Q3	$244K	Buy	5,372 +758	+16%	+$36.6K	﹤0.01%	2545
2022 Q2	$223K	Sell	4,614 -127	-3%	-$6.24K	﹤0.01%	2626
2022 Q1	$246K	Sell	4,741 -2,659	-36%	-$142K	﹤0.01%	2710
2021 Q4	$415K	Sell	7,400 -2,504	-25%	-$141K	﹤0.01%	2262
2021 Q3	$558K	Sell	9,904 -444	-4%	-$25.4K	﹤0.01%	1959
2021 Q2	$588K	Sell	10,348 -2,619	-20%	-$147K	﹤0.01%	1928
2021 Q1	$719K	Sell	12,967 -33,177	-72%	-$1.88M	﹤0.01%	1652
2020 Q4	$2.7M	Sell	46,144 -233,518	-84%	-$13.6M	0.02%	775
2020 Q3	$16.2M	Buy	279,662 +255,820	+1,073%	+$15M	0.11%	194
2020 Q2	$1.38M	Buy	23,842 +12,190	+105%	+$690K	0.01%	946
2020 Q1	$642K	Sell	11,652 -2,757	-19%	-$151K	0.01%	1224
2019 Q4	$788K	Buy	14,409 +5,627	+64%	+$308K	0.01%	1293
2019 Q3	$481K	Buy	8,782 +2,496	+40%	+$136K	﹤0.01%	1522
2019 Q2	$338K	Buy	6,286 +1,869	+42%	+$97.8K	﹤0.01%	1679
2019 Q1	$230K	Buy	+4,417	New	+$226K	﹤0.01%	1979
2015 Q4	–	Sell	-4,104	Closed	-$210K	–	1609
2015 Q3	$210K	Sell	4,104 -755	-16%	-$38.4K	0.01%	1230
2015 Q2	$245K	Buy	4,859 +904	+23%	+$46.6K	0.01%	1159
2015 Q1	$208K	Buy	+3,955	New	+$207K	0.01%	1230

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

Cambridge Investment Research Advisors's QLTA Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 71% in Q2 2026, selling an estimated $1.57M and leaving 13,520 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Cambridge Investment Research Advisors first reported a position in QLTA in Q1 2015 and has held it in 33 quarters since. The position peaked at $16.2M in Q3 2020. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Cambridge Investment Research Advisors held 13,520 shares of iShares AAA-A Rated Corporate Bond ETF worth $642K as of Q2 2026.
Cambridge Investment Research Advisors sold 33,037 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $1.57M.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2726 holding.
Cambridge Investment Research Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2015 and has held it in 33 quarters since.
Cambridge Investment Research Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $16.2M in Q3 2020.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.