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 Q3	$1.24M	Sell	27,239 -20,445	-43%	-$948K	0.02%	590
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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

BIA

Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return

Diversify Advisory Services's QLTA Position: Q3 2026 in Review

Diversify Advisory Services reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 43% in Q3 2026, selling an estimated $948K and leaving 27,239 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #590.

Diversify Advisory Services first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $11M in Q3 2025. 24 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

Diversify Advisory Services held 27,239 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.24M as of Q3 2026.
Diversify Advisory Services sold 20,445 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $948K.
iShares AAA-A Rated Corporate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #590 holding.
Diversify Advisory Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Diversify Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $11M in Q3 2025.
24 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.