Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $4.07K | Hold |
|
|||||
|
2024
Q3 | $4.28K | Hold |
|
|||||
|
2024
Q2 | $4.08K | Hold |
|
|||||
|
2024
Q1 | $4.13K | Hold |
|
|||||
|
2023
Q4 | $4.19K | Hold |
|
|||||
|
2023
Q3 | $3.92K | Sell |
|
|||||
|
2023
Q2 | $35.2K | Buy |
|
|||||
|
2023
Q1 | $4.16K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $700K | Sell |
|
|||||
|
2017
Q4 | $4.07M | Buy |
|
|||||
|
2017
Q3 | $3.98M | Sell |
|
|||||
|
2017
Q2 | $4.02M | Sell |
|
|||||
|
2017
Q1 | $4.41M | Sell |
|
|||||
|
2016
Q4 | $4.57M | Buy |
|
|||||
|
2016
Q3 | $4.56M | Buy |
|
|||||
|
2016
Q2 | $3.93M | Buy |
|
|||||
|
2016
Q1 | $3.12M | Buy |
|