LGT Financial Advisors’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	$240K	Sell	5,021 -24	-0.5%	-$1.15K	0.61%	35
2025 Q1	$240K	Buy	5,045 +1,715	+52%	+$81.5K	0.73%	34
2024 Q4	$156K	Sell	3,330 -227	-6%	-$10.6K	0.34%	56
2024 Q3	$175K	Buy	+3,557	New	+$175K	0.43%	42