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Red Reef Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Red Reef 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 		$231K Sell
4,844
-469
-9% -$22.5K 0.24% 107
2025
Q4 		$255K Buy
+5,313
New +$257K 0.26% 105

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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

Red Reef Advisors's QLTA Position: Q1 2026 in Review

Red Reef Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 8.8% in Q1 2026, selling an estimated $22.5K and leaving 4,844 shares worth $231K. The position accounts for 0.24% of the portfolio, ranked #107.

Red Reef Advisors first reported a position in QLTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $255K in Q4 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Red Reef Advisors held 4,844 shares of iShares AAA-A Rated Corporate Bond ETF worth $231K as of Q1 2026.
  • Red Reef Advisors sold 469 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $22.5K.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.24% of Red Reef Advisors's portfolio in Q1 2026, its #107 holding.
  • Red Reef Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Red Reef Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $255K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.