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

OneDigital 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	$24.4M	Buy	513,062 +329,305	+179%	+$15.6M	0.21%	95
2026 Q1	$8.75M	Buy	183,757 +64,770	+54%	+$3.11M	0.09%	191
2025 Q4	$5.72M	Sell	118,987 -3,191	-3%	-$154K	0.06%	253
2025 Q3	$5.92M	Buy	+122,178	New	+$5.86M	0.06%	233
2025 Q1	–	Sell	-10,425	Closed	-$488K	–	1480
2024 Q4	$488K	Sell	10,425 -149	-1%	-$7.12K	0.01%	896
2024 Q3	$520K	Sell	10,574 -986	-9%	-$47.6K	0.01%	926
2024 Q2	$542K	Buy	+11,560	New	+$540K	0.01%	869

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OneDigital Investment Advisors's QLTA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 179% in Q2 2026, buying an estimated $15.6M and bringing the position to 513,062 shares worth $24.4M. The position accounts for 0.21% of the portfolio, ranked #95.

OneDigital Investment Advisors first reported a position in QLTA in Q2 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

OneDigital Investment Advisors held 513,062 shares of iShares AAA-A Rated Corporate Bond ETF worth $24.4M as of Q2 2026.
OneDigital Investment Advisors bought 329,305 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $15.6M.
iShares AAA-A Rated Corporate Bond ETF made up 0.21% of OneDigital Investment Advisors's portfolio in Q2 2026, its #95 holding.
OneDigital Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.