Avantax Advisory Services’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 | $564K | Buy |
6,104
+771
| +14% | +$71.2K | ﹤0.01% | 1513 |
|
2025
Q1 | $492K | Buy |
5,333
+195
| +4% | +$18K | ﹤0.01% | 1511 |
|
2024
Q4 | $476K | Buy |
5,138
+193
| +4% | +$17.9K | ﹤0.01% | 1479 |
|
2024
Q3 | $460K | Buy |
4,945
+432
| +10% | +$40.2K | ﹤0.01% | 1464 |
|
2024
Q2 | $419K | Sell |
4,513
-502
| -10% | -$46.7K | ﹤0.01% | 1478 |
|
2024
Q1 | $472K | Buy |
5,015
+1,467
| +41% | +$138K | ﹤0.01% | 1068 |
|
2023
Q4 | $330K | Buy |
3,548
+71
| +2% | +$6.61K | ﹤0.01% | 1192 |
|
2023
Q3 | $322K | Buy |
+3,477
| New | +$322K | ﹤0.01% | 1157 |
|