Clear Creek Financial Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Clear Creek Financial 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	$3.82M	Buy	80,355 +906	+1%	+$43K	0.25%	97
2026 Q1	$3.78M	Buy	79,449 +13,434	+20%	+$646K	0.29%	78
2025 Q4	$3.17M	Sell	66,015 -8,929	-12%	-$432K	0.26%	93
2025 Q3	$3.63M	Buy	+74,944	New	+$3.59M	0.31%	70

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

Clear Creek Financial Management's QLTA Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 1.1% in Q2 2026, buying an estimated $43K and bringing the position to 80,355 shares worth $3.82M. The position accounts for 0.25% of the portfolio, ranked #97.

Clear Creek Financial Management first reported a position in QLTA in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Clear Creek Financial Management held 80,355 shares of iShares AAA-A Rated Corporate Bond ETF worth $3.82M as of Q2 2026.
Clear Creek Financial Management bought 906 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $43K.
iShares AAA-A Rated Corporate Bond ETF made up 0.25% of Clear Creek Financial Management's portfolio in Q2 2026, its #97 holding.
Clear Creek Financial Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.