Transamerica Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Transamerica Financial Advisors’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	$99.6K	Sell	2,096 -10,598	-83%	-$504K	0.01%	581
2026 Q1	$604K	Sell	12,694 -1,260	-9%	-$60.6K	0.05%	272
2025 Q4	$671K	Buy	13,954 +3,723	+36%	+$180K	0.06%	245
2025 Q3	$496K	Buy	+10,231	New	+$490K	0.04%	235

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

Transamerica Financial Advisors's QLTA Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 83% in Q2 2026, selling an estimated $504K and leaving 2,096 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #581.

Transamerica Financial Advisors first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $671K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Transamerica Financial Advisors held 2,096 shares of iShares AAA-A Rated Corporate Bond ETF worth $99.6K as of Q2 2026.
Transamerica Financial Advisors sold 10,598 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $504K.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #581 holding.
Transamerica Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Transamerica Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $671K in Q4 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.