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Ehrlich Financial Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Ehrlich Financial Group’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 		– Sell
-4,493
Closed -$214K – 124
2026
Q1 		$214K Sell
4,493
-1,140
-20% -$54.8K 0.12% 109
2025
Q4 		$271K Buy
+5,633
New +$273K 0.15% 94

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Ehrlich Financial Group's QLTA Position: Q2 2026 in Review

Ehrlich Financial Group sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026, closing a stake of 4,493 shares — an estimated $214K sold.

Ehrlich Financial Group first reported a position in QLTA in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Ehrlich Financial Group reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,493 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $214K.
  • Ehrlich Financial Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Ehrlich Financial Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $271K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.