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

Professional 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	$238K	Sell	5,012 -201	-4%	-$9.55K	0.04%	132
2026 Q1	$248K	Hold	5,213	–	–	0.05%	128
2025 Q4	$251K	Sell	5,213 -2,292	-31%	-$111K	0.05%	117
2025 Q3	$364K	Buy	+7,505	New	+$360K	0.08%	94

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Professional Financial Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 3.9% in Q2 2026, selling an estimated $9.55K and leaving 5,012 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #132.

Professional Financial Advisors first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $364K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Professional Financial Advisors held 5,012 shares of iShares AAA-A Rated Corporate Bond ETF worth $238K as of Q2 2026.
Professional Financial Advisors sold 201 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $9.55K.
iShares AAA-A Rated Corporate Bond ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #132 holding.
Professional Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Professional Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $364K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.