Steward Partners Investment Advisory’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Steward Partners Investment Advisory’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	$157K	Sell	3,297 -186	-5%	-$8.84K	﹤0.01%	2354
2026 Q1	$166K	Buy	3,483 +2,251	+183%	+$108K	﹤0.01%	2111
2025 Q4	$59.2K	Buy	1,232 +799	+185%	+$38.7K	﹤0.01%	2578
2025 Q3	$21K	Buy	433 +6	+1%	+$288	﹤0.01%	3072
2025 Q2	$20.4K	Hold	427	–	–	﹤0.01%	2916
2025 Q1	$20.3K	Buy	+427	New	+$20.1K	﹤0.01%	2800
2021 Q2	–	Sell	-1,300	Closed	-$72.1K	–	7334
2021 Q1	$72.1K	Sell	1,300 -3,700	-74%	-$210K	﹤0.01%	1796
2020 Q4	$293K	Sell	5,000 -200	-4%	-$11.6K	0.01%	922
2020 Q3	$301K	Buy	5,200 +200	+4%	+$11.7K	0.01%	816
2020 Q2	$289K	Buy	+5,000	New	+$283K	0.01%	765

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

Steward Partners Investment Advisory's QLTA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 5.3% in Q2 2026, selling an estimated $8.84K and leaving 3,297 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Steward Partners Investment Advisory first reported a position in QLTA in Q2 2020 and has held it in 10 quarters since. The position peaked at $301K in Q3 2020. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Steward Partners Investment Advisory held 3,297 shares of iShares AAA-A Rated Corporate Bond ETF worth $157K as of Q2 2026.
Steward Partners Investment Advisory sold 186 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $8.84K.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2354 holding.
Steward Partners Investment Advisory first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Steward Partners Investment Advisory's iShares AAA-A Rated Corporate Bond ETF position peaked at $301K in Q3 2020.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.