AE 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 | – | Sell |
-5
| Closed | -$461 | – | 2212 |
|
|
2025
Q1 | $461 | Buy |
+5
| New | +$461 | ﹤0.01% | 2107 |
|
|
2023
Q1 | – | Sell |
-107,530
| Closed | -$9.73M | – | 1949 |
|
|
2022
Q4 | $9.73M | Sell |
107,530
-219,188
| -67% | -$19.8M | 0.07% | 327 |
|
|
2022
Q3 | $29M | Buy |
326,718
+218,160
| +201% | +$19.4M | 0.23% | 98 |
|
|
2022
Q2 | $9.8M | Buy |
+108,558
| New | +$9.8M | 0.08% | 273 |
|
|
2020
Q4 | – | Sell |
-20,010
| Closed | -$1.83M | – | 1376 |
|
|
2020
Q3 | $1.83M | Sell |
20,010
-1,571
| -7% | -$143K | 0.03% | 451 |
|
|
2020
Q2 | $1.94M | Buy |
+21,581
| New | +$1.94M | 0.03% | 419 |
|