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Shuttleworth & Co’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Shuttleworth & Co’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 		$2.59M Sell
54,546
-199
-0.4% -$9.46K 2.07% 20
2026
Q1 		$2.61M Buy
54,745
+10,846
+25% +$521K 2.36% 15
2025
Q4 		$2.11M Buy
43,899
+5,348
+14% +$259K 1.93% 25
2025
Q3 		$1.87M Buy
+38,551
New +$1.85M 1.7% 28

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

Shuttleworth & Co's QLTA Position: Q2 2026 in Review

Shuttleworth & Co reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 0.36% in Q2 2026, selling an estimated $9.46K and leaving 54,546 shares worth $2.59M. The position accounts for 2.07% of the portfolio, ranked #20.

Shuttleworth & Co first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.61M in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Shuttleworth & Co held 54,546 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.59M as of Q2 2026.
  • Shuttleworth & Co sold 199 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $9.46K.
  • iShares AAA-A Rated Corporate Bond ETF made up 2.07% of Shuttleworth & Co's portfolio in Q2 2026, its #20 holding.
  • Shuttleworth & Co first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.61M in Q1 2026.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.