Weaver Consulting Group
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Weaver Consulting Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Weaver Consulting Group’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
Q3 		$308K Buy
6,852
+435
+7% +$20.2K 0.06% 236
2026
Q2 		$305K Hold
6,417
– – 0.06% 225
2026
Q1 		$305K Hold
6,417
– – 0.07% 196
2025
Q4 		$309K Hold
6,417
– – 0.08% 187
2025
Q3 		$311K Buy
+6,417
New +$308K 0.08% 182
2021
Q1 		– Sell
-4,858
Closed -$284K – 145
2020
Q4 		$284K Sell
4,858
-2,461
-34% -$143K 0.18% 103
2020
Q3 		$423K Buy
7,319
+398
+6% +$23.3K 0.24% 69
2020
Q2 		$400K Buy
6,921
+52
+0.8% +$2.94K 0.23% 70
2020
Q1 		$379K Buy
6,869
+5,733
+505% +$315K 0.25% 64
2019
Q4 		$62K Buy
1,136
+92
+9% +$5.03K 0.03% 213
2019
Q3 		$56K Hold
1,044
– – 0.03% 220
2019
Q2 		$56K Sell
1,044
-539
-34% -$28.2K 0.03% 213
2019
Q1 		$84K Buy
+1,583
New +$80.8K 0.02% 357

Other funds holding QLTA

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Weaver Consulting Group's QLTA Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 6.8% in Q3 2026, buying an estimated $20.2K and bringing the position to 6,852 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #236.

Weaver Consulting Group first reported a position in QLTA in Q1 2019 and has held it in 13 quarters since. The position peaked at $423K in Q3 2020. 26 funds tracked by Wall St. Rank hold QLTA as of Q3 2026.

  • Weaver Consulting Group held 6,852 shares of iShares AAA-A Rated Corporate Bond ETF worth $308K as of Q3 2026.
  • Weaver Consulting Group bought 435 iShares AAA-A Rated Corporate Bond ETF shares in Q3 2026, an estimated $20.2K.
  • iShares AAA-A Rated Corporate Bond ETF made up 0.06% of Weaver Consulting Group's portfolio in Q3 2026, its #236 holding.
  • Weaver Consulting Group first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2019 and has held it in 13 quarters since.
  • Weaver Consulting Group's iShares AAA-A Rated Corporate Bond ETF position peaked at $423K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.