AWA
Aquire Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,121
| Closed | -$657K | – | 49 |
|
|
2025
Q1 | $657K | Sell |
7,121
-4,796
| -40% | -$443K | 0.2% | 27 |
|
|
2024
Q4 | $1.11M | Sell |
11,917
-1,170
| -9% | -$109K | 0.34% | 24 |
|
|
2024
Q3 | $1.22M | Buy |
13,087
+377
| +3% | +$35.1K | 0.38% | 24 |
|
|
2024
Q2 | $1.18M | Hold |
12,710
| – | – | 0.4% | 24 |
|
|
2024
Q1 | $1.2M | Buy |
12,710
+106
| +0.8% | +$9.97K | 0.42% | 24 |
|
|
2023
Q4 | $1.17M | Hold |
12,604
| – | – | 0.45% | 23 |
|
|
2023
Q3 | $1.17M | Hold |
12,604
| – | – | 0.49% | 23 |
|
|
2023
Q2 | $1.17M | Buy |
12,604
+80
| +0.6% | +$7.44K | 0.47% | 23 |
|
|
2023
Q1 | $1.15M | Hold |
12,524
| – | – | 0.5% | 24 |
|
|
2022
Q4 | $1.13M | Hold |
12,524
| – | – | 0.56% | 24 |
|
|
2022
Q3 | $1.11M | Buy |
12,524
+33
| +0.3% | +$2.93K | 0.65% | 25 |
|
|
2022
Q2 | $1.13M | Sell |
12,491
-1,016
| -8% | -$91.7K | 0.66% | 24 |
|
|
2022
Q1 | $1.26M | Hold |
13,507
| – | – | 0.67% | 24 |
|
|
2021
Q4 | $1.29M | Buy |
+13,507
| New | +$1.29M | 0.68% | 25 |
|