Global Retirement Partners’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
$140K Buy
+2,932
New +$140K ﹤0.01% 1268
2024
Q4
$96.1K Buy
2,053
+324
+19% +$15.2K ﹤0.01% 1289
2024
Q3
$85K Buy
+1,729
New +$85K ﹤0.01% 1318
2023
Q1
Sell
-163
Closed -$7.55K 3309
2022
Q4
$7.55K Hold
163
﹤0.01% 1884
2022
Q3
$7K Buy
+163
New +$7K ﹤0.01% 1824