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Heck Capital Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Heck Capital 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
Q3 		$8.16M Buy
181,339
+15,407
+9% +$715K 0.45% 47
2026
Q2 		$7.89M Buy
165,932
+24,982
+18% +$1.19M 0.47% 48
2026
Q1 		$6.71M Buy
140,950
+871
+0.6% +$41.9K 0.5% 39
2025
Q4 		$6.74M Buy
140,079
+11,713
+9% +$567K 0.5% 42
2025
Q3 		$6.22M Buy
128,366
+13,935
+12% +$668K 0.48% 47
2025
Q2 		$5.47M Buy
114,431
+6,721
+6% +$316K 0.47% 43
2025
Q1 		$5.12M Sell
107,710
-22,916
-18% -$1.08M 0.58% 45
2024
Q4 		$6.11M Sell
130,626
-59,523
-31% -$2.84M 0.26% 62
2024
Q3 		$9.35M Buy
190,149
+7,366
+4% +$355K 1.08% 23
2024
Q2 		$8.57M Buy
182,783
+1,323
+0.7% +$61.8K 1.06% 26
2024
Q1 		$8.62M Buy
181,460
+5,125
+3% +$243K 1.31% 25
2023
Q4 		$8.49M Buy
176,335
+3,148
+2% +$144K 1.39% 24
2023
Q3 		$7.81M Buy
173,187
+3,686
+2% +$171K 1.45% 22
2023
Q2 		$8M Buy
169,501
+7,556
+5% +$358K 1.38% 26
2023
Q1 		$7.75M Sell
161,945
-2,751
-2% -$130K 1.49% 25
2022
Q4 		$7.63M Buy
+164,696
New +$7.58M 1.48% 24

Other funds holding QLTA

CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heck Capital Advisors's QLTA Position: Q3 2026 in Review

Heck Capital Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 9.3% in Q3 2026, buying an estimated $715K and bringing the position to 181,339 shares worth $8.16M. The position accounts for 0.45% of the portfolio, ranked #47.

Heck Capital Advisors first reported a position in QLTA in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.35M in Q3 2024. 12 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

  • Heck Capital Advisors held 181,339 shares of iShares AAA-A Rated Corporate Bond ETF worth $8.16M as of Q3 2026.
  • Heck Capital Advisors bought 15,407 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $715K.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.45% of Heck Capital Advisors's portfolio in Q3 2026, its #47 holding.
  • Heck Capital Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Heck Capital Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $9.35M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.