Mascoma Wealth Management’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 | $14.4K | Hold |
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2025
Q1 | $14.3K | Hold |
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|
2024
Q4 | $14K | Hold |
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|
2024
Q3 | $14.7K | Hold |
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|
2024
Q2 | $14.1K | Sell |
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|
2024
Q1 | $21.4K | Hold |
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|
2023
Q4 | $21.7K | Hold |
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|
2023
Q3 | $20.3K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $21.6K | Buy |
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|
2022
Q4 | $13.9K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $4.83M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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