Carson Wealth (CWM LLC)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62K | Buy |
34
+11
| +48% | +$529 | ﹤0.01% | 5322 |
|
|
2025
Q4 | $1K | Buy |
+23
| New | +$1.11K | ﹤0.01% | 5268 |
|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1K | – | 5269 |
|
|
2025
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4972 |
|
|
2024
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4779 |
|
|
2024
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4680 |
|
|
2024
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4462 |
|
|
2024
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4197 |
|
|
2023
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4022 |
|
|
2023
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4055 |
|
|
2023
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4040 |
|
|
2023
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 3901 |
|
|
2022
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 3818 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 3730 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 3610 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 3395 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1.07K | ﹤0.01% | 3362 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2838 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q1 | $1K | Buy |
+19
| New | +$970 | ﹤0.01% | 2834 |
|
Other funds holding QLTA
MMA
MCM
CWMG