Annex Advisory Services’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
7,959
-18,679
-70% -$894K 0.01% 236
2025
Q1
$1.27M Sell
26,638
-2,389,244
-99% -$114M 0.04% 150
2024
Q4
$113M Buy
+2,415,882
New +$113M 3.41% 6