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BOLTON SECURITIES CORPORATION’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$134K Buy
1,568
+1,262
+412% +$104K 0.01% 1032
2026
Q2 		$25.3K Buy
+306
New +$23.2K ﹤0.01% 1545

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's GARP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 412% in Q3 2026, buying an estimated $104K and bringing the position to 1,568 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #1032.

BOLTON SECURITIES CORPORATION first reported a position in GARP in Q2 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,568 shares of iShares MSCI USA Quality GARP ETF worth $134K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,262 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $104K.
  • iShares MSCI USA Quality GARP ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1032 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.