Meadow Creek Wealth 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 | $365K | Hold |
7,625
| – | – | 0.25% | 83 |
|
|
2025
Q1 | $362K | Sell |
7,625
-42
| -0.5% | -$2K | 0.27% | 79 |
|
|
2024
Q4 | $359K | Hold |
7,667
| – | – | 0.26% | 83 |
|
|
2024
Q3 | $377K | Sell |
7,667
-50
| -0.6% | -$2.46K | 0.3% | 81 |
|
|
2024
Q2 | $362K | Sell |
7,717
-20
| -0.3% | -$937 | 0.34% | 74 |
|
|
2024
Q1 | $367K | Sell |
7,737
-41
| -0.5% | -$1.95K | 0.26% | 88 |
|
|
2023
Q4 | $374K | Buy |
+7,778
| New | +$374K | 0.36% | 63 |
|
|
2022
Q3 | $394K | Sell |
8,680
-20
| -0.2% | -$908 | 0.52% | 46 |
|
|
2022
Q2 | $420K | Hold |
8,700
| – | – | 0.52% | 46 |
|
|
2022
Q1 | $451K | Buy |
8,700
+667
| +8% | +$34.6K | 0.49% | 55 |
|
|
2021
Q4 | $450K | Buy |
+8,033
| New | +$450K | 0.42% | 62 |
|
|
2019
Q4 | $506K | Buy |
+9,251
| New | +$506K | 0.7% | 45 |
|