Sugarloaf Wealth Management’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
2024
Q4
$2.23M Sell
2024
Q3
$2.43M Buy
2024
Q2
$2.27M Buy
2024
Q1
$1.9M Buy
2023
Q4
$1.77M Sell
2023
Q3
$2.09M Sell
2023
Q2
$2.29M Buy
2023
Q1
$1.36M Buy