Running Point Capital Advisors’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
Q2 | $569K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $982K | Buy |
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