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 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

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 $8.53B AUM 21.43% 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

OneDigital Investment Advisors's QLTA Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 54% in Q1 2026, buying an estimated $3.11M and bringing the position to 183,757 shares worth $8.75M. The position accounts for 0.09% of the portfolio, ranked #191.

OneDigital Investment Advisors first reported a position in QLTA in Q2 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

OneDigital Investment Advisors held 183,757 shares of iShares AAA-A Rated Corporate Bond ETF worth $8.75M as of Q1 2026.
OneDigital Investment Advisors bought 64,770 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $3.11M.
iShares AAA-A Rated Corporate Bond ETF made up 0.09% of OneDigital Investment Advisors's portfolio in Q1 2026, its #191 holding.
OneDigital Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.