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Bartlett & Co Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Bartlett & Co Wealth Management’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
2024
Q2 		– Sell
-200
Closed -$9.5K – 1166
2024
Q1 		$9.5K Buy
+200
New +$9.48K ﹤0.01% 913

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MAM
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EB
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PWM
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SWP
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RJFSA
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PPW
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