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

Diversify 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	$2.22M	Sell	47,684 -152,433	-76%	-$7.24M	0.04%	374
2026 Q1	$9.5M	Buy	200,117 +143,304	+252%	+$6.89M	0.17%	131
2025 Q4	$2.74M	Buy	+56,813	New	+$2.75M	0.13%	188

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 Wealth Management's QLTA Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 76% in Q2 2026, selling an estimated $7.24M and leaving 47,684 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #374.

Diversify Wealth Management first reported a position in QLTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.5M in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Diversify Wealth Management held 47,684 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.22M as of Q2 2026.
Diversify Wealth Management sold 152,433 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $7.24M.
iShares AAA-A Rated Corporate Bond ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #374 holding.
Diversify Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $9.5M in Q1 2026.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.