Montecito Bank & Trust’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 | $523K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $216K | Buy |
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