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

Concurrent Investment 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 		$225K Sell
4,742
-3,713
-44% -$176K ﹤0.01% 1873
2026
Q1 		$402K Buy
+8,455
New +$406K ﹤0.01% 1319

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Concurrent Investment Advisors's QLTA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 44% in Q2 2026, selling an estimated $176K and leaving 4,742 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Concurrent Investment Advisors first reported a position in QLTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $402K in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Concurrent Investment Advisors held 4,742 shares of iShares AAA-A Rated Corporate Bond ETF worth $225K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,713 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $176K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1873 holding.
  • Concurrent Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $402K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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