Mount Yale Investment Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Mount Yale Investment 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	$410K	Sell	8,622 -1,089	-11%	-$51.7K	0.01%	855
2026 Q1	$462K	Buy	9,711 +3,075	+46%	+$148K	0.01%	739
2025 Q4	$319K	Hold	6,636	–	–	0.02%	578
2025 Q3	$322K	Buy	6,636 +5,182	+356%	+$248K	0.02%	511
2025 Q2	$69.6K	Buy	+1,454	New	+$68.4K	0.01%	724

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

Mount Yale Investment Advisors's QLTA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 11% in Q2 2026, selling an estimated $51.7K and leaving 8,622 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #855.

Mount Yale Investment Advisors first reported a position in QLTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $462K in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Mount Yale Investment Advisors held 8,622 shares of iShares AAA-A Rated Corporate Bond ETF worth $410K as of Q2 2026.
Mount Yale Investment Advisors sold 1,089 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $51.7K.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #855 holding.
Mount Yale Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mount Yale Investment Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $462K in Q1 2026.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.