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Cornerstone Planning Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Cornerstone Planning Group’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 		$6.02K Sell
129
-252
-66% -$12K ﹤0.01% 1042
2026
Q1 		$18.1K Buy
+381
New +$18.3K ﹤0.01% 705
2025
Q2 		– Sell
-715
Closed -$33.5K – 1656
2025
Q1 		$33.5K Buy
+715
New +$33.7K 0.01% 307

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Cornerstone Planning Group's QLTA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 66% in Q2 2026, selling an estimated $12K and leaving 129 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Cornerstone Planning Group first reported a position in QLTA in Q1 2025 and has held it in 3 quarters since. The position peaked at $33.5K in Q1 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Cornerstone Planning Group held 129 shares of iShares AAA-A Rated Corporate Bond ETF worth $6.02K as of Q2 2026.
  • Cornerstone Planning Group sold 252 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $12K.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1042 holding.
  • Cornerstone Planning Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $33.5K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.