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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
Q3 		$7.54M Buy
167,672
+8,977
+6% +$416K 1.77% 11
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

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Colton Groome Financial Advisors's QLTA Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 5.7% in Q3 2026, buying an estimated $416K and bringing the position to 167,672 shares worth $7.54M. The position accounts for 1.77% of the portfolio, ranked #11.

Colton Groome Financial Advisors first reported a position in QLTA in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.6M in Q3 2024. 12 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

  • Colton Groome Financial Advisors held 167,672 shares of iShares AAA-A Rated Corporate Bond ETF worth $7.54M as of Q3 2026.
  • Colton Groome Financial Advisors bought 8,977 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $416K.
  • iShares AAA-A Rated Corporate Bond ETF made up 1.77% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #11 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 16 quarters since.
  • Colton Groome Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $7.6M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.