Consultiva Wealth Management’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 | $383K | Hold |
7,997
| – | – | 1.18% | 16 |
|
|
2025
Q1 | $380K | Hold |
7,997
| – | – | 1.31% | 14 |
|
|
2024
Q4 | $374K | Hold |
7,997
| – | – | 1.88% | 10 |
|
|
2024
Q3 | $393K | Buy |
+7,997
| New | +$393K | 3.13% | 7 |
|
|
2021
Q1 | $180K | Hold |
3,243
| – | – | 3.91% | 4 |
|
|
2020
Q4 | $190K | Buy |
+3,243
| New | +$190K | 4.43% | 4 |
|
|
2019
Q2 | $184K | Buy |
+3,243
| New | +$184K | 3.75% | 5 |
|