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West Branch Capital’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

West Branch Capital’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 		– Sell
-201
Closed -$9.57K – 379
2026
Q1 		$9.57K Buy
+201
New +$9.66K ﹤0.01% 232

Other funds holding QLTA

CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

West Branch Capital's QLTA Position: Q2 2026 in Review

West Branch Capital sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q2 2026, closing a stake of 201 shares — an estimated $9.57K sold.

West Branch Capital first reported a position in QLTA in Q1 2026 and held it in 1 quarter. The position peaked at $9.57K in Q1 2026. 23 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • West Branch Capital reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 201 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $9.57K.
  • West Branch Capital first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • West Branch Capital's iShares AAA-A Rated Corporate Bond ETF position peaked at $9.57K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.