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Dynamic Advisor Solutions’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-6,582
Closed -$317K – 990
2025
Q4 		$317K Sell
6,582
-511
-7% -$24.7K 0.01% 755
2025
Q3 		$344K Hold
7,093
– – 0.01% 733
2025
Q2 		$339K Sell
7,093
-2,563
-27% -$121K 0.01% 702
2025
Q1 		$459K Sell
9,656
-2,380
-20% -$112K 0.02% 602
2024
Q4 		$563K Sell
12,036
-16,001
-57% -$764K 0.02% 408
2024
Q3 		$1.38M Sell
28,037
-10,872
-28% -$524K 0.04% 379
2024
Q2 		$1.82M Sell
38,909
-4,085
-10% -$191K 0.06% 316
2024
Q1 		$2.04M Sell
42,994
-3,793
-8% -$180K 0.07% 292
2023
Q4 		$2.22M Sell
46,787
-3,245
-6% -$149K 0.08% 267
2023
Q3 		$2.26M Sell
50,032
-8,071
-14% -$374K 0.11% 217
2023
Q2 		$2.74M Sell
58,103
-11,156
-16% -$528K 0.14% 178
2023
Q1 		$3.31M Buy
+69,259
New +$3.28M 0.19% 139
2021
Q2 		– Sell
-7,110
Closed -$394K – 802
2021
Q1 		$394K Sell
7,110
-3,470
-33% -$196K 0.04% 436
2020
Q4 		$619K Buy
10,580
+3,500
+49% +$203K 0.06% 321
2020
Q3 		$409K Buy
7,080
+3,055
+76% +$179K 0.05% 352
2020
Q2 		$233K Buy
+4,025
New +$228K 0.03% 440

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Dynamic Advisor Solutions's QLTA Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 6,582 shares — an estimated $317K sold.

Dynamic Advisor Solutions first reported a position in QLTA in Q2 2020 and held it in 16 quarters. The position peaked at $3.31M in Q1 2023. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,582 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $317K.
  • Dynamic Advisor Solutions first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Dynamic Advisor Solutions's iShares AAA-A Rated Corporate Bond ETF position peaked at $3.31M in Q1 2023.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.