IAN
Integrated Advisors Network’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
96,290
+8,907
| +10% | +$426K | 0.21% | 121 |
|
|
2025
Q1 | $4.15M | Buy |
87,383
+13,046
| +18% | +$620K | 0.21% | 114 |
|
|
2024
Q4 | $3.48M | Sell |
74,337
-49,454
| -40% | -$2.31M | 0.17% | 144 |
|
|
2024
Q3 | $6.08M | Sell |
123,791
-378
| -0.3% | -$18.6K | 0.29% | 86 |
|
|
2024
Q2 | $5.82M | Sell |
124,169
-527
| -0.4% | -$24.7K | 0.3% | 81 |
|
|
2024
Q1 | $5.92M | Sell |
124,696
-50,822
| -29% | -$2.41M | 0.3% | 87 |
|
|
2023
Q4 | $8.45M | Sell |
175,518
-1,594
| -0.9% | -$76.7K | 0.48% | 45 |
|
|
2023
Q3 | $7.98M | Sell |
177,112
-4,418
| -2% | -$199K | 0.49% | 40 |
|
|
2023
Q2 | $8.56M | Sell |
181,530
-2,097
| -1% | -$98.9K | 0.49% | 41 |
|
|
2023
Q1 | $8.78M | Buy |
183,627
+166,937
| +1,000% | +$7.99M | 0.53% | 37 |
|
|
2022
Q4 | $773K | Sell |
16,690
-1,892
| -10% | -$87.6K | 0.05% | 337 |
|
|
2022
Q3 | $843K | Sell |
18,582
-2,117
| -10% | -$96K | 0.06% | 294 |
|
|
2022
Q2 | $999K | Buy |
20,699
+190
| +0.9% | +$9.17K | 0.07% | 279 |
|
|
2022
Q1 | $1.06M | Buy |
20,509
+78
| +0.4% | +$4.04K | 0.06% | 295 |
|
|
2021
Q4 | $1.15M | Sell |
20,431
-3,214
| -14% | -$180K | 0.07% | 256 |
|
|
2021
Q3 | $1.33M | Sell |
23,645
-445
| -2% | -$25.1K | 0.09% | 209 |
|
|
2021
Q2 | $1.37M | Buy |
24,090
+9,139
| +61% | +$520K | 0.1% | 190 |
|
|
2021
Q1 | $829K | Buy |
+14,951
| New | +$829K | 0.08% | 232 |
|