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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
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 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. 36 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.
  • 36 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.