Gateway Wealth Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Gateway Wealth Partners’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	–	Sell	-7,235	Closed	-$344K	–	911
2026 Q1	$344K	Buy	+7,235	New	+$348K	0.01%	705
2025 Q4	–	Sell	-4,605	Closed	-$223K	–	475
2025 Q3	$223K	Buy	4,605 +1	+0%	+$48	0.03%	380
2025 Q2	$220K	Sell	4,604 -505	-10%	-$23.8K	0.04%	326
2025 Q1	$243K	Buy	+5,109	New	+$241K	0.05%	278

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

Gateway Wealth Partners's QLTA Position: Q2 2026 in Review

Gateway Wealth Partners sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026, closing a stake of 7,235 shares — an estimated $344K sold.

Gateway Wealth Partners first reported a position in QLTA in Q1 2025 and held it in 4 quarters. The position peaked at $344K in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Gateway Wealth Partners reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 7,235 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $344K.
Gateway Wealth Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Gateway Wealth Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $344K in Q1 2026.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.