Triad Wealth Partners’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	$2.64M	Buy	55,185 +11,632	+27%	+$556K	0.53%	38
2025 Q1	$2.07M	Buy	43,553 +27,705	+175%	+$1.32M	0.64%	36
2024 Q4	$742K	Buy	+15,848	New	+$742K	0.27%	65