Synergy Investment Management’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	$393K	Sell	8,219 -1,103	-12%	-$52.8K	0.24%	54
2025 Q1	$443K	Buy	9,322 +2,540	+37%	+$121K	0.19%	77
2024 Q4	$317K	Buy	+6,782	New	+$317K	0.14%	88