Two West Capital Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Two West Capital 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	$462K	Sell	9,860 -2,113	-18%	-$100K	0.23%	62
2026 Q1	$569K	Buy	11,973 +4,993	+72%	+$240K	0.3%	58
2025 Q4	$336K	Buy	+6,980	New	+$338K	0.2%	71

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

Two West Capital Advisors's QLTA Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 18% in Q2 2026, selling an estimated $100K and leaving 9,860 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #62.

Two West Capital Advisors first reported a position in QLTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $569K in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Two West Capital Advisors held 9,860 shares of iShares AAA-A Rated Corporate Bond ETF worth $462K as of Q2 2026.
Two West Capital Advisors sold 2,113 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $100K.
iShares AAA-A Rated Corporate Bond ETF made up 0.23% of Two West Capital Advisors's portfolio in Q2 2026, its #62 holding.
Two West Capital Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Two West Capital Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $569K in Q1 2026.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.