West Wealth Group’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
$417K Buy
8,697
+743
+9% +$35.6K 0.1% 64
2025
Q1
$378K Buy
7,954
+3,019
+61% +$143K 0.11% 62
2024
Q4
$231K Buy
4,935
+9
+0.2% +$421 0.07% 83
2024
Q3
$242K Sell
4,926
-273
-5% -$13.4K 0.08% 76
2024
Q2
$244K Buy
+5,199
New +$244K 0.09% 76