COLTON GROOME FINANCIAL ADVISORS, LLC QLTA Holdings History
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 $47.52, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his QLTA holdings is $187,553.25, reflecting a 2.50% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC QLTA ($47.52) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC QLTA ($47.52) 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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