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Sterling Investment Advisors (Missouri)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$8.58M Buy
180,540
+7,974
+5% +$379K 3.85% 8
2026
Q1 		$8.21M Buy
172,566
+3,847
+2% +$185K 3.94% 8
2025
Q4 		$8.11M Buy
168,719
+6,528
+4% +$316K 3.93% 8
2025
Q3 		$7.86M Sell
162,191
-6,675
-4% -$320K 3.89% 7
2025
Q2 		$8.08M Buy
168,866
+2,838
+2% +$134K 4.21% 7
2025
Q1 		$7.89M Buy
166,028
+8,510
+5% +$401K 4.44% 7
2024
Q4 		$7.37M Buy
157,518
+4,077
+3% +$195K 4.31% 7
2024
Q3 		$7.54M Buy
153,441
+9,472
+7% +$457K 4.24% 7
2024
Q2 		$6.75M Sell
143,969
-2,755
-2% -$129K 4.12% 7
2024
Q1 		$6.97M Buy
146,724
+4,662
+3% +$221K 4.08% 8
2023
Q4 		$6.84M Sell
142,062
-25,839
-15% -$1.18M 4.24% 8
2023
Q3 		$7.57M Buy
167,901
+2,548
+2% +$118K 4.83% 6
2023
Q2 		$7.8M Buy
165,353
+21,198
+15% +$1M 4.96% 7
2023
Q1 		$6.9M Sell
144,155
-2,142
-1% -$101K 4.46% 8
2022
Q4 		$6.78M Sell
146,297
-65,016
-31% -$2.99M 4.63% 7
2022
Q3 		$9.59M Sell
211,313
-7,407
-3% -$357K 7.19% 4
2022
Q2 		$10.6M Sell
218,720
-16,694
-7% -$820K 7.25% 4
2022
Q1 		$12.2M Sell
235,414
-73,043
-24% -$3.89M 7.22% 4
2021
Q4 		$17.3M Buy
308,457
+8,301
+3% +$467K 9.84% 3
2021
Q3 		$16.9M Sell
300,156
-4,628
-2% -$264K 10.15% 3
2021
Q2 		$17.3M Buy
304,784
+4,475
+1% +$251K 10.49% 3
2021
Q1 		$16.6M Buy
300,309
+5,784
+2% +$328K 10.55% 3
2020
Q4 		$17.2M Buy
294,525
+11,925
+4% +$692K 11.42% 3
2020
Q3 		$16.3M Buy
282,600
+79,623
+39% +$4.65M 12.48% 3
2020
Q2 		$11.7M Sell
202,977
-5,907
-3% -$334K 9.42% 3
2020
Q1 		$11.5M Sell
208,884
-9,261
-4% -$508K 10.66% 3
2019
Q4 		$11.9M Sell
218,145
-2,462
-1% -$135K 9.17% 3
2019
Q3 		$12.1M Sell
220,607
-803
-0.4% -$43.6K 9.6% 3
2019
Q2 		$11.9M Buy
221,410
+2,227
+1% +$116K 9.48% 3
2019
Q1 		$11.4M Buy
+219,183
New +$11.2M 9.34% 3

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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s QLTA Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 4.6% in Q2 2026, buying an estimated $379K and bringing the position to 180,540 shares worth $8.58M. The position accounts for 3.85% of the portfolio, ranked #8.

Sterling Investment Advisors (Missouri) first reported a position in QLTA in Q1 2019 and has held it in 30 quarters since. The position peaked at $17.3M in Q2 2021. 86 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 180,540 shares of iShares AAA-A Rated Corporate Bond ETF worth $8.58M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 7,974 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $379K.
  • iShares AAA-A Rated Corporate Bond ETF made up 3.85% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #8 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares AAA-A Rated Corporate Bond ETF position peaked at $17.3M in Q2 2021.
  • 86 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.