KFS
Kelly Financial Services’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 | $11.1M | Buy |
231,058
+16,013
| +7% | +$766K | 3.26% | 11 |
|
|
2025
Q1 | $10.2M | Buy |
215,045
+74,960
| +54% | +$3.56M | 3.55% | 10 |
|
|
2024
Q4 | $6.55M | Buy |
140,085
+47,894
| +52% | +$2.24M | 2.36% | 11 |
|
|
2024
Q3 | $4.53M | Buy |
92,191
+27,266
| +42% | +$1.34M | 1.66% | 14 |
|
|
2024
Q2 | $3.04M | Buy |
64,925
+49,603
| +324% | +$2.32M | 1.09% | 21 |
|
|
2024
Q1 | $727K | Buy |
15,322
+13,097
| +589% | +$622K | 0.28% | 54 |
|
|
2023
Q4 | $107K | Buy |
+2,225
| New | +$107K | 0.04% | 134 |
|