ShoreHaven Wealth Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

ShoreHaven Wealth Partners’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	$846K	Sell	17,803 -26,816	-60%	-$1.27M	0.27%	57
2026 Q1	$2.12M	Sell	44,619 -11,538	-21%	-$555K	0.76%	32
2025 Q4	$2.7M	Sell	56,157 -22,627	-29%	-$1.1M	0.97%	26
2025 Q3	$3.82M	Sell	78,784 -240	-0.3%	-$11.5K	1.41%	20
2025 Q2	$3.78M	Sell	79,024 -5,664	-7%	-$267K	1.55%	17
2025 Q1	$4.03M	Buy	84,688 +40,169	+90%	+$1.89M	1.93%	17
2024 Q4	$2.08M	Buy	44,519 +5,356	+14%	+$256K	0.98%	23
2024 Q3	$1.92M	Sell	39,163 -9,908	-20%	-$478K	0.93%	26
2024 Q2	$2.3M	Buy	49,071 +23,358	+91%	+$1.09M	1.21%	21
2024 Q1	$1.22M	Sell	25,713 -10,228	-28%	-$485K	0.67%	35
2023 Q4	$1.73M	Sell	35,941 -19,540	-35%	-$896K	1.05%	24
2023 Q3	$2.5M	Buy	55,481 +25,529	+85%	+$1.18M	1.72%	18
2023 Q2	$1.41M	Sell	29,952 -28,041	-48%	-$1.33M	0.95%	29
2023 Q1	$2.77M	Buy	+57,993	New	+$2.74M	1.95%	17

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

ShoreHaven Wealth Partners's QLTA Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 60% in Q2 2026, selling an estimated $1.27M and leaving 17,803 shares worth $846K. The position accounts for 0.27% of the portfolio, ranked #57.

ShoreHaven Wealth Partners first reported a position in QLTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.03M in Q1 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

ShoreHaven Wealth Partners held 17,803 shares of iShares AAA-A Rated Corporate Bond ETF worth $846K as of Q2 2026.
ShoreHaven Wealth Partners sold 26,816 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $1.27M.
iShares AAA-A Rated Corporate Bond ETF made up 0.27% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #57 holding.
ShoreHaven Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
ShoreHaven Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.03M in Q1 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.