Lord & Richards Wealth Management’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	–	Sell	-4,613	Closed	-$219K	–	134
2025 Q1	$219K	Buy	4,613 +244	+6%	+$11.6K	0.25%	67
2024 Q4	$204K	Buy	+4,369	New	+$204K	0.43%	65