Lowe Wealth Advisors’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 | $45.8K | Hold |
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2025
Q2 | $45.2K | Buy |
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2025
Q1 | $40.2K | Buy |
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2024
Q4 | $35.8K | Sell |
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2024
Q3 | $87.7K | Sell |
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2024
Q2 | $102K | Sell |
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2024
Q1 | $115K | Buy |
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2023
Q4 | $114K | Sell |
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2023
Q3 | $747K | Sell |
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2023
Q2 | $955K | Sell |
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2023
Q1 | $1.19M | Sell |
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2022
Q4 | $1.33M | Sell |
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2022
Q3 | $1.46M | Sell |
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2022
Q2 | $1.61M | Sell |
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2022
Q1 | $2.82M | Sell |
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2021
Q4 | $3.63M | Sell |
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2021
Q3 | $4.02M | Sell |
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2021
Q2 | $4.31M | Sell |
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2021
Q1 | $4.9M | Sell |
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2020
Q4 | $5.68M | Buy |
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2020
Q3 | $5.42M | Buy |
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2020
Q2 | $4.84M | Buy |
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