Guardian Wealth Advisors (North Carolina)’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 | $47.3K | Sell |
988
-1,740
| -64% | -$83.2K | ﹤0.01% | 400 |
|
|
2025
Q1 | $130K | Buy |
2,728
+294
| +12% | +$14K | 0.01% | 334 |
|
|
2024
Q4 | $114K | Buy |
2,434
+1,793
| +280% | +$83.9K | 0.01% | 332 |
|
|
2024
Q3 | $31.5K | Buy |
641
+178
| +38% | +$8.75K | ﹤0.01% | 331 |
|
|
2024
Q2 | $21.7K | Hold |
463
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $22K | Buy |
+463
| New | +$22K | ﹤0.01% | 358 |
|