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

Triad 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	–	Sell	-64,167	Closed	-$3.05M	–	597
2026 Q1	$3.05M	Sell	64,167 -9,932	-13%	-$477K	0.24%	77
2025 Q4	$3.56M	Sell	74,099 -5,677	-7%	-$275K	0.34%	66
2025 Q3	$3.87M	Buy	79,776 +24,591	+45%	+$1.18M	0.5%	47
2025 Q2	$2.64M	Buy	55,185 +11,632	+27%	+$547K	0.53%	38
2025 Q1	$2.07M	Buy	43,553 +27,705	+175%	+$1.31M	0.64%	36
2024 Q4	$742K	Buy	+15,848	New	+$757K	0.27%	65

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

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

Triad Wealth Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026, closing a stake of 64,167 shares — an estimated $3.05M sold.

Triad Wealth Partners first reported a position in QLTA in Q4 2024 and held it in 6 quarters. The position peaked at $3.87M in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Triad Wealth Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 64,167 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $3.05M.
Triad Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Triad Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $3.87M in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.