Simplicity Wealth’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 | $1.83M | Buy |
38,350
+23,992
| +167% | +$1.15M | 0.08% | 229 |
|
|
2025
Q1 | $682K | Buy |
+14,358
| New | +$682K | 0.05% | 295 |
|
|
2024
Q4 | – | Sell |
-12,488
| Closed | -$614K | – | 468 |
|
|
2024
Q3 | $614K | Buy |
12,488
+5,307
| +74% | +$261K | 0.06% | 263 |
|
|
2024
Q2 | $337K | Buy |
7,181
+1,159
| +19% | +$54.3K | 0.01% | 914 |
|
|
2024
Q1 | $286K | Buy |
+6,022
| New | +$286K | 0.01% | 935 |
|