Sequoia Financial 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 Q2	$2.88M	Buy	60,147 +13,595	+29%	+$650K	0.02%	390
2025 Q1	$2.21M	Buy	+46,552	New	+$2.21M	0.02%	406