CWM
QLTA icon

Consultiva Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Consultiva Wealth Management’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 		$381K Hold
7,997
– – 1.1% 14
2025
Q4 		$385K Hold
7,997
– – 1.08% 15
2025
Q3 		$388K Hold
7,997
– – 1.09% 16
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 +$386K 3.13% 7
2021
Q1 		$180K Hold
3,243
– – 3.91% 4
2020
Q4 		$190K Buy
+3,243
New +$188K 4.43% 4
2019
Q2 		$184K Buy
+3,243
New +$170K 3.75% 5

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