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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$314K 0.12% 123