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MGO One Seven’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

MGO One Seven’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 		$251K Sell
5,290
-1,722
-25% -$81.8K ﹤0.01% 1358
2026
Q1 		$334K Sell
7,012
-2,638
-27% -$127K 0.01% 1086
2025
Q4 		$464K Buy
+9,650
New +$467K 0.01% 905

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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

MGO One Seven's QLTA Position: Q2 2026 in Review

MGO One Seven reduced its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 25% in Q2 2026, selling an estimated $81.8K and leaving 5,290 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

MGO One Seven first reported a position in QLTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • MGO One Seven held 5,290 shares of iShares AAA-A Rated Corporate Bond ETF worth $251K as of Q2 2026.
  • MGO One Seven 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 MGO One Seven's portfolio in Q2 2026, its #1358 holding.
  • MGO One Seven first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • MGO One Seven's iShares AAA-A Rated Corporate Bond ETF position peaked at $464K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.