Keystone Financial Group (Kentucky)’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
2025 Q2	$644K	Buy	13,465 +1,097	+9%	+$52.5K	0.06%	201
2025 Q1	$588K	Buy	12,368 +5,361	+77%	+$255K	0.06%	196
2024 Q4	$328K	Buy	7,007 +2,055	+41%	+$96.2K	0.03%	277
2024 Q3	$243K	Buy	+4,952	New	+$243K	0.03%	313