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

Petra Financial 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 		$2.9M Buy
61,017
+1,918
+3% +$91.1K 1.34% 12
2026
Q1 		$2.81M Buy
59,099
+2,211
+4% +$106K 1.74% 10
2025
Q4 		$2.74M Buy
56,888
+96
+0.2% +$4.65K 1.61% 10
2025
Q3 		$2.75M Buy
56,792
+1,504
+3% +$72.1K 1.6% 11
2025
Q2 		$2.64M Buy
55,288
+645
+1% +$30.4K 1.68% 12
2025
Q1 		$2.6M Buy
54,643
+4,100
+8% +$193K 2.13% 10
2024
Q4 		$2.36M Buy
50,543
+833
+2% +$39.8K 1.61% 14
2024
Q3 		$2.44M Buy
49,710
+36,564
+278% +$1.76M 1.61% 12
2024
Q2 		$616K Sell
13,146
-6
-0% -$280 0.44% 67
2024
Q1 		$624K Buy
13,152
+1,574
+14% +$74.6K 0.46% 67
2023
Q4 		$557K Buy
11,578
+1,762
+18% +$80.8K 0.47% 63
2023
Q3 		$443K Buy
9,816
+776
+9% +$35.9K 0.37% 76
2023
Q2 		$427K Buy
+9,040
New +$428K 0.38% 73
2023
Q1 		– Sell
-9,204
Closed -$426K – 94
2022
Q4 		$426K Buy
+9,204
New +$423K 0.47% 56

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Petra Financial Advisors's QLTA Position: Q2 2026 in Review

Petra Financial Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 3.2% in Q2 2026, buying an estimated $91.1K and bringing the position to 61,017 shares worth $2.9M. The position accounts for 1.34% of the portfolio, ranked #12.

Petra Financial Advisors first reported a position in QLTA in Q4 2022 and has held it in 14 quarters since. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Petra Financial Advisors held 61,017 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.9M as of Q2 2026.
  • Petra Financial Advisors bought 1,918 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $91.1K.
  • iShares AAA-A Rated Corporate Bond ETF made up 1.34% of Petra Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Petra Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.