RKL Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

RKL Wealth Management’s Portfolio QLTA Stock Details QLTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Sell	38,525 -3,602	-9%	-$173K	0.17%	71
2025 Q4	$2.03M	Buy	42,127 +473	+1%	+$22.9K	0.17%	71
2025 Q3	$2.02M	Sell	41,654 -1,772	-4%	-$84.9K	0.17%	67
2025 Q2	$2.08M	Sell	43,426 -54,864	-56%	-$2.58M	0.18%	67
2025 Q1	$4.67M	Sell	98,290 -19,072	-16%	-$899K	0.44%	35
2024 Q4	$5.49M	Sell	117,362 -36,872	-24%	-$1.76M	0.49%	32
2024 Q3	$7.58M	Sell	154,234 -2,424	-2%	-$117K	0.69%	29
2024 Q2	$7.34M	Buy	156,658 +4,722	+3%	+$221K	0.71%	29
2024 Q1	$7.21M	Buy	151,936 +4,576	+3%	+$217K	0.71%	29
2023 Q4	$7.09M	Buy	147,360 +21,449	+17%	+$983K	0.77%	29
2023 Q3	$5.68M	Buy	125,911 +12,041	+11%	+$557K	0.69%	31
2023 Q2	$5.37M	Buy	113,870 +3,862	+4%	+$183K	0.64%	31
2023 Q1	$5.26M	Sell	110,008 -726	-0.7%	-$34.4K	0.66%	30
2022 Q4	$5.13M	Buy	110,734 +1,958	+2%	+$90.1K	0.69%	31
2022 Q3	$4.93M	Buy	108,776 +9,673	+10%	+$467K	0.71%	30
2022 Q2	$4.78M	Buy	99,103 +6,958	+8%	+$342K	0.66%	32
2022 Q1	$4.78M	Buy	92,145 +8,401	+10%	+$448K	0.57%	33
2021 Q4	$4.7M	Buy	83,744 +7,871	+10%	+$443K	0.56%	34
2021 Q3	$4.27M	Buy	75,873 +6,396	+9%	+$365K	0.54%	34
2021 Q2	$3.95M	Buy	69,477 +7,403	+12%	+$415K	0.5%	36
2021 Q1	$3.44M	Buy	62,074 +1,927	+3%	+$109K	0.46%	36
2020 Q4	$3.52M	Buy	60,147 +1,210	+2%	+$70.3K	0.49%	37
2020 Q3	$3.41M	Buy	58,937 +5,723	+11%	+$335K	0.54%	36
2020 Q2	$3.08M	Buy	53,214 +985	+2%	+$55.7K	0.53%	37
2020 Q1	$2.88M	Sell	52,229 -3,811	-7%	-$209K	0.6%	36
2019 Q4	$3.06M	Sell	56,040 -159	-0.3%	-$8.69K	0.55%	37
2019 Q3	$3.08M	Sell	56,199 -11,070	-16%	-$601K	0.59%	37
2019 Q2	$3.62M	Buy	67,269 +2,478	+4%	+$130K	0.67%	36
2019 Q1	$3.38M	Buy	64,791 +6,988	+12%	+$357K	0.66%	37
2018 Q4	$2.89M	Buy	57,803 +6,335	+12%	+$315K	0.67%	38
2018 Q3	$2.6M	Buy	51,468 +7,165	+16%	+$363K	0.55%	42
2018 Q2	$2.23M	Buy	44,303 +13,219	+43%	+$668K	0.5%	44
2018 Q1	$1.59M	Buy	31,084 +8,887	+40%	+$458K	0.38%	57
2017 Q4	$1.17M	Sell	22,197 -613	-3%	-$32.3K	0.29%	72
2017 Q3	$1.21M	Buy	22,810 +2,008	+10%	+$106K	0.34%	59
2017 Q2	$1.09M	Buy	20,802 +10,681	+106%	+$557K	0.35%	64
2017 Q1	$522K	Buy	+10,121	New	+$521K	0.21%	82