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

CoreCap 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
Q3 		– Sell
-11
Closed -$523 – 3314
2026
Q2 		$523 Hold
11
– – ﹤0.01% 2849
2026
Q1 		$523 Hold
11
– – ﹤0.01% 2642
2025
Q4 		$529 Buy
+11
New +$532 ﹤0.01% 2699
2025
Q2 		– Sell
-698
Closed -$33.2K – 3150
2025
Q1 		$33.2K Sell
698
-71
-9% -$3.35K ﹤0.01% 1341
2024
Q4 		$36K Sell
769
-931
-55% -$44.5K ﹤0.01% 1318
2024
Q3 		$83.6K Buy
+1,700
New +$82K ﹤0.01% 992

Other funds holding QLTA

CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's QLTA Position: Q3 2026 in Review

CoreCap Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2026, closing a stake of 11 shares — an estimated $523 sold.

CoreCap Advisors first reported a position in QLTA in Q3 2024 and held it in 6 quarters. The position peaked at $83.6K in Q3 2024. 6 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

  • CoreCap Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 11 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $523.
  • CoreCap Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
  • CoreCap Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $83.6K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.