Cornerstone Financial Group’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
$2.02M Buy
42,166
+1,802
+4% +$86.2K 1.72% 19
2025
Q1
$1.89M Buy
40,364
+5,118
+15% +$240K 1.7% 19
2024
Q4
$1.65M Buy
+35,246
New +$1.65M 1.62% 18