Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.47M | Sell |
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2025
Q2 | $7.56M | Sell |
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2025
Q1 | $7.78M | Sell |
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|
2024
Q4 | $7.83M | Sell |
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|
2024
Q3 | $8.31M | Buy |
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|
2024
Q2 | $7.87M | Sell |
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|
2024
Q1 | $8.34M | Sell |
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|
2023
Q4 | $9M | Sell |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $9.51M | Sell |
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|
2023
Q1 | $10.4M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $9.71M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14K | Buy |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $34K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Sell |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $19K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Buy |
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