Intrepid Financial Planning Group’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
2023
Q2
Sell
-4,570
Closed -$219K 127
2023
Q1
$219K Hold
4,570
0.11% 100
2022
Q4
$212K Sell
4,570
-370
-7% -$17.1K 0.12% 97
2022
Q3
$224K Hold
4,940
0.13% 89
2022
Q2
$238K Buy
+4,940
New +$238K 0.13% 84