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Integrated Wealth Management (Palm Desert)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-78
Closed -$4K – 1367
2015
Q3 		$4K Hold
78
– – ﹤0.01% 987
2015
Q2 		$4K Sell
78
-71
-48% -$3.66K ﹤0.01% 1010
2015
Q1 		$7K Buy
+149
New +$7.81K ﹤0.01% 851

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SCM
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RJFSA
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