Lugano Financial Advisors SA (LFA)’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
Q2 | $1.88M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.99M | Buy |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.56M | Buy |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.61M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.33M | Sell |
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|
2021
Q1 | $3.27M | Sell |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $2.9M | Buy |
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