OneDigital Investment 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
Q1
Sell
-10,425
Closed -$488K 1480
2024
Q4
$488K Sell
10,425
-149
-1% -$6.97K 0.01% 896
2024
Q3
$520K Sell
10,574
-986
-9% -$48.5K 0.01% 926
2024
Q2
$542K Buy
+11,560
New +$542K 0.01% 869