Heck Capital Advisors’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 | $6.22M | Buy |
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2025
Q2 | $5.47M | Buy |
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2025
Q1 | $5.12M | Sell |
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|
2024
Q4 | $6.11M | Sell |
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|
2024
Q3 | $9.35M | Buy |
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|
2024
Q2 | $8.57M | Buy |
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2024
Q1 | $8.62M | Buy |
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|
2023
Q4 | $8.49M | Buy |
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|
2023
Q3 | $7.81M | Buy |
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|
2023
Q2 | $8M | Buy |
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|
2023
Q1 | $7.75M | Sell |
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|
2022
Q4 | $7.63M | Buy |
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