Cornerstone Planning Group
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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
Q3 		– Sell
-129
Closed -$6.02K – 1312
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

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Planning Group's QLTA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q3 2026, closing a stake of 129 shares — an estimated $6.02K sold.

Cornerstone Planning Group first reported a position in QLTA in Q1 2025 and held it in 3 quarters. The position peaked at $33.5K in Q1 2025. 29 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 129 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $6.02K.
  • Cornerstone Planning Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $33.5K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.