Colton Groome Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Colton Groome Financial Advisors’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	$7.54M	Buy	158,695 +912	+0.6%	+$43.3K	1.82%	10
2026 Q1	$7.51M	Buy	157,783 +196	+0.1%	+$9.42K	2.14%	9
2025 Q4	$7.58M	Buy	157,587 +9,089	+6%	+$440K	2.17%	9
2025 Q3	$7.2M	Buy	148,498 +4,570	+3%	+$219K	2.21%	8
2025 Q2	$6.89M	Buy	143,928 +4,105	+3%	+$193K	2.33%	9
2025 Q1	$6.63M	Sell	139,823 -1,160	-0.8%	-$54.7K	2.57%	9
2024 Q4	$6.6M	Sell	140,983 -13,581	-9%	-$649K	2.52%	7
2024 Q3	$7.6M	Sell	154,564 -3,057	-2%	-$147K	2.84%	6
2024 Q2	$7.39M	Buy	157,621 +149	+0.1%	+$6.96K	2.91%	6
2024 Q1	$7.48M	Buy	157,472 +10,079	+7%	+$478K	3.01%	6
2023 Q4	$7.09M	Buy	147,393 +41,483	+39%	+$1.9M	3.1%	5
2023 Q3	$4.77M	Buy	105,910 +20,021	+23%	+$927K	2.39%	9
2023 Q2	$4.05M	Buy	85,889 +31,907	+59%	+$1.51M	1.9%	14
2023 Q1	$2.58M	Buy	53,982 +14,875	+38%	+$704K	1.23%	21
2022 Q4	$1.81M	Buy	+39,107	New	+$1.8M	0.89%	35

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

Colton Groome Financial Advisors's QLTA Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 0.58% in Q2 2026, buying an estimated $43.3K and bringing the position to 158,695 shares worth $7.54M. The position accounts for 1.82% of the portfolio, ranked #10.

Colton Groome Financial Advisors first reported a position in QLTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.6M in Q3 2024. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Colton Groome Financial Advisors held 158,695 shares of iShares AAA-A Rated Corporate Bond ETF worth $7.54M as of Q2 2026.
Colton Groome Financial Advisors bought 912 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $43.3K.
iShares AAA-A Rated Corporate Bond ETF made up 1.82% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #10 holding.
Colton Groome Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Colton Groome Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $7.6M in Q3 2024.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.