Colton Groome Financial Advisors’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	$7.51M	Buy	157,783 +196	+0.1%	+$9.42K	2.14%	9
2025 Q4	$7.58M	Buy	157,587 +9,089	+6%	+$440K	2.17%	9
2025 Q3	$7.2M	Buy	148,498 +4,570	+3%	+$219K	2.21%	8
2025 Q2	$6.89M	Buy	143,928 +4,105	+3%	+$193K	2.33%	9
2025 Q1	$6.63M	Sell	139,823 -1,160	-0.8%	-$54.7K	2.57%	9
2024 Q4	$6.6M	Sell	140,983 -13,581	-9%	-$649K	2.52%	7
2024 Q3	$7.6M	Sell	154,564 -3,057	-2%	-$147K	2.84%	6
2024 Q2	$7.39M	Buy	157,621 +149	+0.1%	+$6.96K	2.91%	6
2024 Q1	$7.48M	Buy	157,472 +10,079	+7%	+$478K	3.01%	6
2023 Q4	$7.09M	Buy	147,393 +41,483	+39%	+$1.9M	3.1%	5
2023 Q3	$4.77M	Buy	105,910 +20,021	+23%	+$927K	2.39%	9
2023 Q2	$4.05M	Buy	85,889 +31,907	+59%	+$1.51M	1.9%	14
2023 Q1	$2.58M	Buy	53,982 +14,875	+38%	+$704K	1.23%	21
2022 Q4	$1.81M	Buy	+39,107	New	+$1.8M	0.89%	35