Able Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
13,841
+2,126
| +18% | +$196K | 0.64% | 38 |
|
|
2025
Q1 | $1.08M | Buy |
11,715
+993
| +9% | +$91.6K | 0.64% | 40 |
|
|
2024
Q4 | $994K | Sell |
10,722
-510
| -5% | -$47.3K | 0.65% | 39 |
|
|
2024
Q3 | $1.05M | Sell |
11,232
-293
| -3% | -$27.3K | 0.79% | 30 |
|
|
2024
Q2 | $1.07M | Buy |
11,525
+1,385
| +14% | +$129K | 0.88% | 28 |
|
|
2024
Q1 | $954K | Buy |
10,140
+1,692
| +20% | +$159K | 0.83% | 28 |
|
|
2023
Q4 | $786K | Buy |
+8,448
| New | +$786K | 0.71% | 29 |
|