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

Palladiem’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	$34.3K	Hold	720	–	–	0.03%	102
2025 Q4	$34.6K	Buy	+720	New	+$34.9K	0.03%	109
2023 Q3	$3.1M	Buy	68,735 +6,470	+10%	+$299K	3.35%	11
2023 Q2	$2.94M	Buy	+62,265	New	+$2.95M	3.02%	12
2021 Q3	–	Sell	-19,206	Closed	-$1.09M	–	67
2021 Q2	$1.09M	Sell	19,206 -547	-3%	-$30.7K	0.88%	26
2021 Q1	$1.09M	Sell	19,753 -2,295	-10%	-$130K	0.96%	22
2020 Q4	$1.29M	Buy	+22,048	New	+$1.28M	1.21%	19

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

Palladiem's QLTA Position: Q1 2026 in Review

Palladiem held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q1 2026 at 720 shares worth $34.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Palladiem first reported a position in QLTA in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.1M in Q3 2023. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

Palladiem held 720 shares of iShares AAA-A Rated Corporate Bond ETF worth $34.3K as of Q1 2026.
Palladiem left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q1 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.03% of Palladiem's portfolio in Q1 2026, its #102 holding.
Palladiem first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Palladiem's iShares AAA-A Rated Corporate Bond ETF position peaked at $3.1M in Q3 2023.
186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.