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Farther Finance Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Farther Finance Advisors’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 		$230K Sell
4,831
-479
-9% -$22.8K ﹤0.01% 2150
2026
Q1 		$252K Sell
5,310
-379
-7% -$18.2K ﹤0.01% 1852
2025
Q4 		$274K Buy
5,689
+1,413
+33% +$68.4K ﹤0.01% 1704
2025
Q3 		$207K Buy
+4,276
New +$205K ﹤0.01% 1593
2024
Q4 		– Sell
-210
Closed -$10.3K – 4117
2024
Q3 		$10.3K Buy
210
+2
+1% +$96 ﹤0.01% 2355
2024
Q2 		$9.68K Sell
208
-3,374
-94% -$158K ﹤0.01% 2099
2024
Q1 		$168K Sell
3,582
-108
-3% -$5.12K 0.01% 746
2023
Q4 		$178K Buy
3,690
+3,674
+22,963% +$168K 0.01% 588
2023
Q3 		$721 Hold
16
– – ﹤0.01% 2169
2023
Q2 		$755 Buy
+16
New +$757 ﹤0.01% 2045

Other funds holding QLTA

CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Farther Finance Advisors's QLTA Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 9% in Q2 2026, selling an estimated $22.8K and leaving 4,831 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Farther Finance Advisors first reported a position in QLTA in Q2 2023 and has held it in 10 quarters since. The position peaked at $274K in Q4 2025. 23 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Farther Finance Advisors held 4,831 shares of iShares AAA-A Rated Corporate Bond ETF worth $230K as of Q2 2026.
  • Farther Finance Advisors sold 479 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2150 holding.
  • Farther Finance Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $274K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.