Climber Capital’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Climber Capital’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 Q3	$4.04M	Buy	119,166 +1,184	+1%	+$54.9K	2.47%	17
2026 Q2	$4.43M	Buy	117,982 +23,675	+25%	+$1.12M	2.71%	13
2026 Q1	$4.39M	Sell	94,307 -22,500	-19%	-$1.08M	2.87%	8
2025 Q4	$4.43M	Buy	+116,807	New	+$5.65M	2.89%	13
2025 Q2	$4.51M	Buy	119,284 +8,630	+8%	+$406K	2.89%	12
2025 Q1	$3.54M	Sell	110,654 -510	-0.5%	-$24K	2.79%	13
2024 Q4	$4.05M	Buy	+111,164	New	+$5.31M	3.34%	10

Other funds holding QLTA

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $506M AUM 37.62% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Climber Capital's QLTA Position: Q3 2026 in Review

Climber Capital increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 1% in Q3 2026, buying an estimated $54.9K and bringing the position to 119,166 shares worth $4.04M. The position accounts for 2.47% of the portfolio, ranked #17.

Climber Capital first reported a position in QLTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q2 2025. 42 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

Climber Capital held 119,166 shares of iShares AAA-A Rated Corporate Bond ETF worth $4.04M as of Q3 2026.
Climber Capital bought 1,184 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $54.9K.
iShares AAA-A Rated Corporate Bond ETF made up 2.47% of Climber Capital's portfolio in Q3 2026, its #17 holding.
Climber Capital first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.51M in Q2 2025.
42 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.