Perigon 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	$225K	Sell	4,694 -80	-2%	-$3.83K	0.01%	954
2025 Q1	$227K	Buy	4,774 +365	+8%	+$17.3K	0.01%	914
2024 Q4	$206K	Sell	4,409 -128	-3%	-$5.98K	0.01%	968
2024 Q3	$223K	Buy	+4,537	New	+$223K	0.01%	896