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Garton & Associates Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Garton & Associates 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
Q1 		– Sell
-250
Closed -$12K – 563
2025
Q4 		$12K Buy
+250
New +$12.1K 0.01% 787

Other funds holding QLTA

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

Garton & Associates Financial Advisors's QLTA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2026, closing a stake of 250 shares — an estimated $12K sold.

Garton & Associates Financial Advisors first reported a position in QLTA in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 186 funds tracked by Wall St. Rank hold QLTA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 250 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2026, an estimated $12K.
  • Garton & Associates Financial Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $12K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.