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

United Capital 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	$1.08M	Sell	22,690 -54,787	-71%	-$2.6M	0.01%	775
2026 Q1	$3.68M	Buy	77,477 +23,447	+43%	+$1.13M	0.02%	425
2025 Q4	$2.6M	Buy	54,030 +1,223	+2%	+$59.2K	0.02%	477
2025 Q3	$2.56M	Buy	+52,807	New	+$2.53M	0.02%	416
2018 Q4	–	Sell	-6,866	Closed	-$346K	–	1354
2018 Q3	$346K	Sell	6,866 -22,223	-76%	-$1.12M	﹤0.01%	1059
2018 Q2	$1.47M	Sell	29,089 -7,554	-21%	-$382K	0.01%	664
2018 Q1	$1.87M	Sell	36,643 -252,242	-87%	-$13M	0.01%	608
2017 Q4	$15.3M	Buy	288,885 +93,597	+48%	+$4.93M	0.12%	206
2017 Q3	$10.3M	Buy	+195,288	New	+$10.3M	0.09%	274
2017 Q2	–	Sell	-31,043	Closed	-$1.6M	–	1300
2017 Q1	$1.6M	Buy	+31,043	New	+$1.6M	0.01%	618

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

United Capital Financial Advisors's QLTA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 71% in Q2 2026, selling an estimated $2.6M and leaving 22,690 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #775.

United Capital Financial Advisors first reported a position in QLTA in Q1 2017 and has held it in 10 quarters since. The position peaked at $15.3M in Q4 2017. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

United Capital Financial Advisors held 22,690 shares of iShares AAA-A Rated Corporate Bond ETF worth $1.08M as of Q2 2026.
United Capital Financial Advisors sold 54,787 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $2.6M.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #775 holding.
United Capital Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2017 and has held it in 10 quarters since.
United Capital Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $15.3M in Q4 2017.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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