Carson Wealth (CWM LLC)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1K | – | 5262 |
|
|
2025
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4964 |
|
|
2024
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4777 |
|
|
2024
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4677 |
|
|
2024
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4459 |
|
|
2024
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4192 |
|
|
2023
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4017 |
|
|
2023
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4048 |
|
|
2023
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4028 |
|
|
2023
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 3890 |
|
|
2022
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 3805 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 3718 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 3593 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 3376 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 3340 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2801 |
|