Wealth Enhancement Advisory Services’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 | $494K | Buy |
10,388
+34
| +0.3% | +$1.62K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $492K | Sell |
10,354
-662
| -6% | -$31.5K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $515K | Buy |
11,016
+2,299
| +26% | +$108K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $428K | Buy |
8,717
+1,187
| +16% | +$58.3K | ﹤0.01% | 1910 |
|
|
2024
Q2 | $353K | Hold |
7,530
| – | – | ﹤0.01% | 1870 |
|
|
2024
Q1 | $358K | Hold |
7,530
| – | – | ﹤0.01% | 1804 |
|
|
2023
Q4 | $362K | Sell |
7,530
-13
| -0.2% | -$626 | ﹤0.01% | 1700 |
|
|
2023
Q3 | $340K | Buy |
+7,543
| New | +$340K | ﹤0.01% | 1656 |
|