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WealthPLAN Partners’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

WealthPLAN Partners’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-381
Closed -$18K – 939
2023
Q2 		$18K Sell
381
-312
-45% -$14.8K ﹤0.01% 701
2023
Q1 		$33.2K Buy
+693
New +$32.8K ﹤0.01% 628

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SIM
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B
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