Dynamic Wealth Strategies, LLC
Position in QLTA — iShares Aaa - A Rated Corporate Bond ETF
CIK 1812853
GRANITE BAY, CA
All Filings in QLTA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QLTA | $1,359,503 | 28,567 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 QLTA | $1,301,652 | 27,067 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 QLTA | $1,241,849 | 25,621 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 QLTA | $1,325,407 | 27,705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 QLTA | $1,019,375 | 21,447 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 QLTA | $971,453 | 20,762 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 QLTA | $992,535 | 20,194 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 QLTA | $926,515 | 19,772 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 QLTA | $966,218 | 20,350 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 QLTA | $1,004,521 | 20,871 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||