Kathleen S. Wright Associates’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 | $320K | Buy |
|
|||||
|
2025
Q2 | $292K | Hold |
|
|||||
|
2025
Q1 | $290K | Hold |
|
|||||
|
2024
Q4 | $285K | Sell |
|
|||||
|
2024
Q3 | $301K | Hold |
|
|||||
|
2024
Q2 | $287K | Sell |
|
|||||
|
2024
Q1 | $328K | Sell |
|
|||||
|
2023
Q4 | $354K | Sell |
|
|||||
|
2023
Q3 | $419K | Sell |
|
|||||
|
2023
Q2 | $485K | Sell |
|
|||||
|
2023
Q1 | $561K | Sell |
|
|||||
|
2022
Q4 | $554K | Buy |
|
|||||
|
2022
Q3 | $537K | Buy |
|
|||||
|
2022
Q2 | $571K | Buy |
|
|||||
|
2022
Q1 | $603K | Buy |
|
|||||
|
2021
Q4 | $638K | Buy |
|