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

NewEdge 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 Q1	$498K	Sell	10,462 -8,549	-45%	-$411K	﹤0.01%	1995
2025 Q4	$914K	Sell	19,011 -3,253	-15%	-$157K	﹤0.01%	1550
2025 Q3	$1.08M	Sell	22,264 -4,453	-17%	-$213K	﹤0.01%	1362
2025 Q2	$1.28M	Buy	26,717 +3,982	+18%	+$187K	0.01%	1152
2025 Q1	$1.08M	Buy	22,735 +11,984	+111%	+$565K	0.01%	1150
2024 Q4	$503K	Buy	10,751 +3,226	+43%	+$154K	﹤0.01%	1550
2024 Q3	$370K	Buy	+7,525	New	+$363K	﹤0.01%	1659

Other funds holding QLTA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

NewEdge Advisors's QLTA Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 45% in Q1 2026, selling an estimated $411K and leaving 10,462 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

NewEdge Advisors first reported a position in QLTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q2 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

NewEdge Advisors held 10,462 shares of iShares AAA-A Rated Corporate Bond ETF worth $498K as of Q1 2026.
NewEdge Advisors sold 8,549 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $411K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1995 holding.
NewEdge Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.28M in Q2 2025.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.