AWS
AJ Wealth Strategies’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,380
| Closed | -$921K | – | 316 |
|
|
2022
Q3 | $921K | Sell |
10,380
-14,541
| -58% | -$1.29M | 0.05% | 133 |
|
|
2022
Q2 | $2.25M | Hold |
24,921
| – | – | 0.12% | 85 |
|
|
2022
Q1 | $2.33M | Hold |
24,921
| – | – | 0.11% | 92 |
|
|
2021
Q4 | $2.39M | Hold |
24,921
| – | – | 0.11% | 77 |
|
|
2021
Q3 | $2.39M | Hold |
24,921
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $2.4M | Buy |
+24,921
| New | +$2.4M | 0.14% | 73 |
|