Pacific 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
Q3 | $14.8M | Sell |
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|
2025
Q2 | $15.3M | Buy |
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2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $14.7M | Sell |
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|
2024
Q3 | $25.2M | Buy |
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|
2024
Q2 | $23.1M | Buy |
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|
2024
Q1 | $21.8M | Hold |
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|
2023
Q4 | $21.8M | Sell |
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|
2023
Q3 | $20.9M | Buy |
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|
2023
Q2 | $21.5M | Sell |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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