Steward Partners Investment Advisory’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 | $20.4K | Hold |
427
| – | – | ﹤0.01% | 2916 |
|
|
2025
Q1 | $20.3K | Buy |
+427
| New | +$20.3K | ﹤0.01% | 2800 |
|
|
2021
Q2 | – | Sell |
-1,300
| Closed | -$72.1K | – | 7330 |
|
|
2021
Q1 | $72.1K | Sell |
1,300
-3,700
| -74% | -$205K | ﹤0.01% | 1796 |
|
|
2020
Q4 | $293K | Sell |
5,000
-200
| -4% | -$11.7K | 0.01% | 922 |
|
|
2020
Q3 | $301K | Buy |
5,200
+200
| +4% | +$11.6K | 0.01% | 816 |
|
|
2020
Q2 | $289K | Buy |
+5,000
| New | +$289K | 0.01% | 765 |
|