GC Wealth Management RIA’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

GC Wealth Management RIA’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	$219K	Sell	4,604 -1,722	-27%	-$81.8K	0.01%	462
2026 Q1	$301K	Buy	+6,326	New	+$304K	0.01%	434

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

GC Wealth Management RIA's QLTA Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 27% in Q2 2026, selling an estimated $81.8K and leaving 4,604 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #462.

GC Wealth Management RIA first reported a position in QLTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

GC Wealth Management RIA held 4,604 shares of iShares AAA-A Rated Corporate Bond ETF worth $219K as of Q2 2026.
GC Wealth Management RIA sold 1,722 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $81.8K.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #462 holding.
GC Wealth Management RIA first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
GC Wealth Management RIA's iShares AAA-A Rated Corporate Bond ETF position peaked at $301K in Q1 2026.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.