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 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Climber Capital's QLTA Position: Q2 2026 in Review

Climber Capital increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 25% in Q2 2026, buying an estimated $1.12M and bringing the position to 117,982 shares worth $4.43M. The position accounts for 2.71% of the portfolio, ranked #13.

Climber Capital first reported a position in QLTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.51M in Q2 2025. 61 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Climber Capital held 117,982 shares of iShares AAA-A Rated Corporate Bond ETF worth $4.43M as of Q2 2026.
Climber Capital bought 23,675 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares AAA-A Rated Corporate Bond ETF made up 2.71% of Climber Capital's portfolio in Q2 2026, its #13 holding.
Climber Capital first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Climber Capital's iShares AAA-A Rated Corporate Bond ETF position peaked at $4.51M in Q2 2025.
61 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.