Diversify Advisory Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Diversify Advisory Services’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	$2.22M	Buy	+47,684	New	+$2.27M	0.04%	374
2026 Q1	–	Sell	-195,911	Closed	-$9.44M	–	693
2025 Q4	$9.44M	Sell	195,911 -31,663	-14%	-$1.53M	0.3%	55
2025 Q3	$11M	Buy	+227,574	New	+$10.9M	0.37%	47

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

Diversify Advisory Services's QLTA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 47,684 shares worth $2.22M. The stake represents 0.04% of the portfolio and ranks #374 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in QLTA as recently as Q4 2025.

Diversify Advisory Services first reported a position in QLTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $11M in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Diversify Advisory Services held 47,684 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.22M as of Q2 2026.
iShares AAA-A Rated Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #374 holding.
Diversify Advisory Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Diversify Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $11M in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.