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Cerro Pacific Wealth Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Cerro Pacific Wealth Advisors’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
2026
Q1 		– Sell
-6,696
Closed -$322K – 167
2025
Q4 		$322K Hold
6,696
– – 0.09% 124
2025
Q3 		$325K Hold
6,696
– – 0.09% 125
2025
Q2 		$320K Hold
6,696
– – 0.09% 126
2025
Q1 		$313K Hold
6,696
– – 0.1% 124
2024
Q4 		$329K Hold
6,696
– – 0.11% 123
2024
Q3 		$314K Hold
6,696
– – 0.12% 122
2024
Q2 		$314K Buy
+6,696
New +$313K 0.12% 123

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