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

Simplicity Wealth’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	$977K	Buy	20,559 +7,529	+58%	+$358K	0.03%	421
2026 Q1	$620K	Sell	13,030 -108	-0.8%	-$5.19K	0.04%	407
2025 Q4	$632K	Buy	13,138 +1,254	+11%	+$60.7K	0.04%	375
2025 Q3	$576K	Sell	11,884 -26,466	-69%	-$1.27M	0.03%	409
2025 Q2	$1.83M	Buy	38,350 +23,992	+167%	+$1.13M	0.08%	229
2025 Q1	$682K	Buy	+14,358	New	+$677K	0.05%	295
2024 Q4	–	Sell	-12,488	Closed	-$614K	–	468
2024 Q3	$614K	Buy	12,488 +5,307	+74%	+$256K	0.06%	263
2024 Q2	$337K	Buy	7,181 +1,159	+19%	+$54.1K	0.01%	914
2024 Q1	$286K	Buy	+6,022	New	+$285K	0.01%	935

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

Simplicity Wealth's QLTA Position: Q2 2026 in Review

Simplicity Wealth increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 58% in Q2 2026, buying an estimated $358K and bringing the position to 20,559 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #421.

Simplicity Wealth first reported a position in QLTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Simplicity Wealth held 20,559 shares of iShares AAA-A Rated Corporate Bond ETF worth $977K as of Q2 2026.
Simplicity Wealth bought 7,529 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $358K.
iShares AAA-A Rated Corporate Bond ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #421 holding.
Simplicity Wealth first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares AAA-A Rated Corporate Bond ETF position peaked at $1.83M in Q2 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.