Cornerstone Planning 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
Sell
-715
Closed -$33.5K 1656
2025
Q1
$33.5K Buy
+715
New +$33.5K 0.01% 307