Global Retirement Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Global Retirement 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	$26.9K	Buy	+567	New	+$26.9K	﹤0.01%	2888
2025 Q4	$107K	Sell	2,232 -1,285	-37%	-$62.2K	﹤0.01%	1865
2025 Q3	$170K	Buy	3,517 +585	+20%	+$28K	﹤0.01%	1259
2025 Q2	$140K	Buy	+2,932	New	+$138K	﹤0.01%	1268
2024 Q4	$96.1K	Buy	2,053 +324	+19%	+$15.5K	﹤0.01%	1289
2024 Q3	$85K	Buy	+1,729	New	+$83.4K	﹤0.01%	1318
2023 Q1	–	Sell	-163	Closed	-$7.55K	–	3313
2022 Q4	$7.55K	Hold	163	–	–	﹤0.01%	1885
2022 Q3	$7K	Buy	+163	New	+$7.86K	﹤0.01%	1825

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

Global Retirement Partners's QLTA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026: 567 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #2888 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QLTA as recently as Q4 2025.

Global Retirement Partners first reported a position in QLTA in Q3 2022 and has held it in 8 quarters since. The position peaked at $170K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Global Retirement Partners held 567 shares of iShares AAA-A Rated Corporate Bond ETF worth $26.9K as of Q2 2026.
iShares AAA-A Rated Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2888 holding.
Global Retirement Partners first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
Global Retirement Partners's iShares AAA-A Rated Corporate Bond ETF position peaked at $170K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.