IFG Advisory’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

IFG Advisory’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	$244K	Buy	+5,125	New	+$244K	0.01%	812
2026 Q1	–	Sell	-7,117	Closed	-$342K	–	743
2025 Q4	$342K	Sell	7,117 -647	-8%	-$31.3K	0.01%	605
2025 Q3	$376K	Buy	7,764 +1,043	+16%	+$50K	0.02%	573
2025 Q2	$322K	Buy	6,721 +1,885	+39%	+$88.7K	0.02%	590
2025 Q1	$230K	Buy	+4,836	New	+$228K	0.01%	630

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

IFG Advisory's QLTA Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 5,125 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: IFG Advisory previously reported a position in QLTA as recently as Q4 2025.

IFG Advisory first reported a position in QLTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

IFG Advisory held 5,125 shares of iShares AAA-A Rated Corporate Bond ETF worth $244K as of Q2 2026.
iShares AAA-A Rated Corporate Bond ETF was a new IFG Advisory position in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #812 holding.
IFG Advisory first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
IFG Advisory's iShares AAA-A Rated Corporate Bond ETF position peaked at $376K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.