Westside Investment Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Westside Investment Management’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	$2.28K	Hold	48	–	–	﹤0.01%	1324
2026 Q1	$2.28K	Hold	48	–	–	﹤0.01%	1318
2025 Q4	$2.31K	Hold	48	–	–	﹤0.01%	1305
2025 Q3	$2.33K	Hold	48	–	–	﹤0.01%	1315
2025 Q2	$2.3K	Hold	48	–	–	﹤0.01%	1209
2025 Q1	$2.28K	Hold	48	–	–	﹤0.01%	884
2024 Q4	$2.25K	Hold	48	–	–	﹤0.01%	887
2024 Q3	$2.36K	Hold	48	–	–	﹤0.01%	882
2024 Q2	$2.25K	Hold	48	–	–	﹤0.01%	878
2024 Q1	$2.28K	Hold	48	–	–	﹤0.01%	821
2023 Q4	$2.31K	Hold	48	–	–	﹤0.01%	784
2023 Q3	$2.16K	Hold	48	–	–	﹤0.01%	767
2023 Q2	$2.27K	Buy	+48	New	+$2.27K	﹤0.01%	765

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

Westside Investment Management's QLTA Position: Q2 2026 in Review

Westside Investment Management held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 48 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Westside Investment Management first reported a position in QLTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.36K in Q3 2024. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Westside Investment Management held 48 shares of iShares AAA-A Rated Corporate Bond ETF worth $2.28K as of Q2 2026.
Westside Investment Management left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1324 holding.
Westside Investment Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Westside Investment Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $2.36K in Q3 2024.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.