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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$886K Buy
18,618
+5,464
+42% +$263K ﹤0.01% 1819
2025
Q4
$633K Buy
13,154
+4,720
+56% +$228K ﹤0.01% 1974
2025
Q3
$409K Buy
8,434
+1,550
+23% +$74.3K ﹤0.01% 2193
2025
Q2
$329K Buy
6,884
+1,113
+19% +$52.4K ﹤0.01% 2275
2025
Q1
$274K Buy
5,771
+329
+6% +$15.5K ﹤0.01% 2233
2024
Q4
$255K Buy
5,442
+882
+19% +$42.1K ﹤0.01% 2353
2024
Q3
$224K Buy
+4,560
New +$220K ﹤0.01% 2295
2024
Q2
Sell
-4,534
Closed -$215K 2675
2024
Q1
$215K Buy
4,534
+343
+8% +$16.3K ﹤0.01% 2229
2023
Q4
$202K Sell
4,191
-34,665
-89% -$1.59M ﹤0.01% 2103
2023
Q3
$1.75M Buy
38,856
+1,442
+4% +$66.7K 0.02% 736
2023
Q2
$1.77M Buy
+37,414
New +$1.77M 0.02% 722

Other funds holding QLTA

Kestra Advisory Services's QLTA Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 42% in Q1 2026, buying an estimated $263K and bringing the position to 18,618 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Kestra Advisory Services first reported a position in QLTA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q2 2023. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Kestra Advisory Services held 18,618 shares of iShares AAA-A Rated Corporate Bond ETF worth $886K as of Q1 2026.
  • Kestra Advisory Services bought 5,464 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $263K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1819 holding.
  • Kestra Advisory Services first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Kestra Advisory Services's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.77M in Q2 2023.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.