Monograph Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Monograph Wealth 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 Q2	$498K	Hold	10,490	–	–	0.04%	92
2026 Q1	$499K	Hold	10,490	–	–	0.05%	92
2025 Q4	$504K	Hold	10,490	–	–	0.05%	86
2025 Q3	$508K	Hold	10,490	–	–	0.05%	88
2025 Q2	$502K	Buy	+10,490	New	+$494K	0.06%	77

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

Monograph Wealth Advisors's QLTA Position: Q2 2026 in Review

Monograph Wealth Advisors held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 10,490 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #92.

Monograph Wealth Advisors first reported a position in QLTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $508K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Monograph Wealth Advisors held 10,490 shares of iShares AAA-A Rated Corporate Bond ETF worth $498K as of Q2 2026.
Monograph Wealth Advisors left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Monograph Wealth Advisors first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Monograph Wealth Advisors's iShares AAA-A Rated Corporate Bond ETF position peaked at $508K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.