GeoWealth Management’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
$680K Buy
2025
Q2
Sell
2025
Q1
$1.85K Buy
2021
Q4
Sell
2021
Q3
$2.69M Buy