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Beacon Financial Group’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Beacon Financial Group’s Portfolio QLTA Stock Details QLTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.73M Sell
36,078
-1,936
-5% -$92.6K 0.18% 124
2025
Q1 		$1.81M Buy
38,014
+25,784
+211% +$1.23M 0.2% 114
2024
Q4 		$572K Buy
+12,230
New +$572K 0.06% 207