Bauman Advisory Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Bauman Advisory Group’s Portfolio GARP Stock Details GARP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Buy	+139,714	New	+$10.6M	6.11%	4

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Bauman Advisory Group's GARP Position: Q2 2026 in Review

Bauman Advisory Group opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 139,714 shares worth $11.5M. The stake represents 6.11% of the portfolio and ranks #4 among its holdings.

176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Bauman Advisory Group held 139,714 shares of iShares MSCI USA Quality GARP ETF worth $11.5M as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Bauman Advisory Group position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 6.11% of Bauman Advisory Group's portfolio in Q2 2026, its #4 holding.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.