Vision Retirement’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Vision Retirement’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	$365K	Sell	7,688 -268	-3%	-$12.7K	0.09%	101
2026 Q1	$379K	Sell	7,956 -4,285	-35%	-$206K	0.11%	92
2025 Q4	$589K	Buy	+12,241	New	+$593K	0.16%	78

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's QLTA Position: Q2 2026 in Review

Vision Retirement reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 3.4% in Q2 2026, selling an estimated $12.7K and leaving 7,688 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #101.

Vision Retirement first reported a position in QLTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q4 2025. 170 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Vision Retirement held 7,688 shares of iShares AAA-A Rated Corporate Bond ETF worth $365K as of Q2 2026.
Vision Retirement sold 268 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
iShares AAA-A Rated Corporate Bond ETF made up 0.09% of Vision Retirement's portfolio in Q2 2026, its #101 holding.
Vision Retirement first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's iShares AAA-A Rated Corporate Bond ETF position peaked at $589K in Q4 2025.
170 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.