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Action Point Financial Planning’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Action Point Financial Planning’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 		$102K Buy
+2,157
New +$102K 0.01% 593

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Action Point Financial Planning's QLTA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 2,157 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #593 among its holdings.

177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Action Point Financial Planning held 2,157 shares of iShares AAA-A Rated Corporate Bond ETF worth $102K as of Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #593 holding.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.