Mowery & Schoenfeld Wealth Management’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
Sell
-1,147
Closed -$54.5K 448
2025
Q1
$54.5K Buy
+1,147
New +$54.5K 0.11% 127