United Capital Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

United Capital Financial Advisors’s Portfolio QLTA Stock Details QLTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.56M	Buy
2018 Q4	–	Sell
2018 Q3	$346K	Sell
2018 Q2	$1.47M	Sell
2018 Q1	$1.87M	Sell
2017 Q4	$15.3M	Buy
2017 Q3	$10.3M	Buy
2017 Q2	–	Sell
2017 Q1	$1.6M	Buy