Consultiva Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Consultiva Wealth Management’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	$380K	Hold	7,997	–	–	0.86%	18
2026 Q1	$381K	Hold	7,997	–	–	1.1%	14
2025 Q4	$385K	Hold	7,997	–	–	1.08%	15
2025 Q3	$388K	Hold	7,997	–	–	1.09%	16
2025 Q2	$383K	Hold	7,997	–	–	1.18%	16
2025 Q1	$380K	Hold	7,997	–	–	1.31%	14
2024 Q4	$374K	Hold	7,997	–	–	1.88%	10
2024 Q3	$393K	Buy	+7,997	New	+$386K	3.13%	7
2021 Q1	$180K	Hold	3,243	–	–	3.91%	4
2020 Q4	$190K	Buy	+3,243	New	+$188K	4.43%	4
2019 Q2	$184K	Buy	+3,243	New	+$170K	3.75%	5

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

Consultiva Wealth Management's QLTA Position: Q2 2026 in Review

Consultiva Wealth Management held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 7,997 shares worth $380K. The position accounts for 0.86% of the portfolio, ranked #18.

Consultiva Wealth Management first reported a position in QLTA in Q2 2019 and has held it in 11 quarters since. The position peaked at $393K in Q3 2024. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Consultiva Wealth Management held 7,997 shares of iShares AAA-A Rated Corporate Bond ETF worth $380K as of Q2 2026.
Consultiva Wealth Management left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.86% of Consultiva Wealth Management's portfolio in Q2 2026, its #18 holding.
Consultiva Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2019 and has held it in 11 quarters since.
Consultiva Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $393K in Q3 2024.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.