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

IFP 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	$35K	Sell	736 -61	-8%	-$2.9K	﹤0.01%	2617
2026 Q1	$37.9K	Sell	797 -575	-42%	-$27.6K	﹤0.01%	2400
2025 Q4	$66K	Sell	1,372 -833	-38%	-$40.3K	﹤0.01%	2032
2025 Q3	$107K	Buy	2,205 +67	+3%	+$3.21K	﹤0.01%	1635
2025 Q2	$102K	Buy	2,138 +1,078	+102%	+$50.7K	﹤0.01%	1625
2025 Q1	$50.4K	Buy	+1,060	New	+$50K	﹤0.01%	1883
2021 Q1	–	Sell	-1,422	Closed	-$80.5K	–	3183
2020 Q4	$83K	Sell	1,422 -1,647	-54%	-$95.6K	﹤0.01%	1216
2020 Q3	$178K	Buy	3,069 +18	+0.6%	+$1.05K	0.01%	746
2020 Q2	$175K	Sell	3,051 -57	-2%	-$3.23K	0.01%	715
2020 Q1	$168K	Sell	3,108 -494	-14%	-$27.1K	0.02%	631
2019 Q4	$197K	Sell	3,602 -466	-11%	-$25.5K	0.01%	671
2019 Q3	$222K	Buy	+4,068	New	+$221K	0.01%	736
2019 Q1	–	Sell	-538	Closed	-$27K	–	3184
2018 Q4	$27K	Hold	538	–	–	﹤0.01%	1961
2018 Q3	$27K	Hold	538	–	–	﹤0.01%	2291
2018 Q2	$27K	Hold	538	–	–	﹤0.01%	2295
2018 Q1	$28K	Hold	538	–	–	﹤0.01%	2185
2017 Q4	$28K	Sell	538 -48	-8%	-$2.53K	﹤0.01%	2213
2017 Q3	$31K	Buy	586 +138	+31%	+$7.27K	﹤0.01%	2317
2017 Q2	$23K	Buy	448 +1	+0.2%	+$52	﹤0.01%	2501
2017 Q1	$23K	Buy	447 +200	+81%	+$10.3K	﹤0.01%	2406
2016 Q4	$13K	Buy	247 +47	+24%	+$2.45K	﹤0.01%	2762
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	2775
2016 Q2	$11K	Buy	+200	New	+$10.6K	﹤0.01%	2693

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

IFP Advisors's QLTA Position: Q2 2026 in Review

IFP Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 7.7% in Q2 2026, selling an estimated $2.9K and leaving 736 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

IFP Advisors first reported a position in QLTA in Q2 2016 and has held it in 23 quarters since. The position peaked at $222K in Q3 2019. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

IFP Advisors held 736 shares of iShares AAA-A Rated Corporate Bond ETF worth $35K as of Q2 2026.
IFP Advisors sold 61 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $2.9K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2617 holding.
IFP Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2016 and has held it in 23 quarters since.
IFP Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $222K in Q3 2019.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.