Capstone Wealth Management Group (Pennsylvania)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$10.1M	Buy	213,160 +111,925	+111%	+$5.32M	3.57%	11
2026 Q1	$4.82M	Buy	+101,235	New	+$4.87M	2.02%	15

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

Capstone Wealth Management Group (Pennsylvania)'s QLTA Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 111% in Q2 2026, buying an estimated $5.32M and bringing the position to 213,160 shares worth $10.1M. The position accounts for 3.57% of the portfolio, ranked #11.

Capstone Wealth Management Group (Pennsylvania) first reported a position in QLTA in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 213,160 shares of iShares AAA-A Rated Corporate Bond ETF worth $10.1M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 111,925 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $5.32M.
iShares AAA-A Rated Corporate Bond ETF made up 3.57% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #11 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.