World Investment Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

World Investment 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	$316K	Sell	6,642 -4,260	-39%	-$202K	0.01%	1191
2026 Q1	$519K	Sell	10,902 -2,323	-18%	-$112K	0.01%	972
2025 Q4	$636K	Sell	13,225 -315	-2%	-$15.2K	0.01%	837
2025 Q3	$656K	Buy	13,540 +2,394	+21%	+$115K	0.01%	692
2025 Q2	$533K	Sell	11,146 -7,931	-42%	-$373K	0.01%	707
2025 Q1	$907K	Buy	19,077 +11,927	+167%	+$562K	0.02%	534
2024 Q4	$335K	Buy	7,150 +2,189	+44%	+$105K	0.01%	782
2024 Q3	$244K	Buy	+4,961	New	+$239K	0.01%	808

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

World Investment Advisors's QLTA Position: Q2 2026 in Review

World Investment Advisors reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 39% in Q2 2026, selling an estimated $202K and leaving 6,642 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1191.

World Investment Advisors first reported a position in QLTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $907K in Q1 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

World Investment Advisors held 6,642 shares of iShares AAA-A Rated Corporate Bond ETF worth $316K as of Q2 2026.
World Investment Advisors sold 4,260 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $202K.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1191 holding.
World Investment Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $907K in Q1 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.