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

Strategic 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 		$1.09K Hold
23
– – ﹤0.01% 1266
2026
Q1 		$1.09K Sell
23
-78
-77% -$3.75K ﹤0.01% 1235
2025
Q4 		$4.86K Hold
101
– – ﹤0.01% 1057
2025
Q3 		$4.89K Buy
+101
New +$4.84K ﹤0.01% 1043

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

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

Strategic Wealth Partners held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 23 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Strategic Wealth Partners first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.89K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Strategic Wealth Partners held 23 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.09K as of Q2 2026.
  • Strategic Wealth Partners left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1266 holding.
  • Strategic Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.89K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.