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

Sequoia 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	$777K	Sell	16,350 -14,035	-46%	-$667K	﹤0.01%	1066
2026 Q1	$1.45M	Sell	30,385 -4,846	-14%	-$233K	0.01%	734
2025 Q4	$1.69M	Sell	35,231 -24,718	-41%	-$1.2M	0.01%	640
2025 Q3	$2.91M	Sell	59,949 -198	-0.3%	-$9.49K	0.02%	426
2025 Q2	$2.88M	Buy	60,147 +13,595	+29%	+$640K	0.02%	392
2025 Q1	$2.21M	Buy	+46,552	New	+$2.19M	0.02%	408

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

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

Sequoia Financial Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 46% in Q2 2026, selling an estimated $667K and leaving 16,350 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Sequoia Financial Advisors first reported a position in QLTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Sequoia Financial Advisors held 16,350 shares of iShares AAA-A Rated Corporate Bond ETF worth $777K as of Q2 2026.
Sequoia Financial Advisors sold 14,035 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $667K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1066 holding.
Sequoia Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.91M in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.