Number of Shares
143,928.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
2.33%
Total Estimate Gain
$196,188.93
% of Total Estimate Gain
2.62%

COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Aaa - A Rated Corporate Bond ETF Holding Summary

As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 143,928.00 shares of iShares Aaa - A Rated Corporate Bond ETF(QLTA), totaling $6.89 Mil. This investment constitutes 2.33% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.42% of the outstanding iShares Aaa - A Rated Corporate Bond ETF(QLTA) stock.

The initial trade took place in 2022Q4. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 8 purchases of QLTA, at an average price of $46.39, for a total of 161,726.00 shares. In addition, there have been 3 sales at an average price of $47.78 for 17,798.00 shares. Based on historical transaction data and QLTA's current price of $47.58, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his QLTA holdings is $196,188.93, reflecting a 2.62% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC QLTA ($47.58) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC QLTA ($47.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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