Betterment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,070
| Closed | -$1.88M | – | 233 |
|
|
2022
Q1 | $1.88M | Buy |
20,070
+1,551
| +8% | +$145K | 0.01% | 119 |
|
|
2021
Q4 | $1.77M | Buy |
18,519
+2,933
| +19% | +$281K | 0.01% | 118 |
|
|
2021
Q3 | $1.49M | Buy |
15,586
+5,834
| +60% | +$559K | 0.01% | 118 |
|
|
2021
Q2 | $939K | Buy |
+9,752
| New | +$939K | ﹤0.01% | 122 |
|
|
2021
Q1 | – | Sell |
-10,680
| Closed | -$1.02M | – | 135 |
|
|
2020
Q4 | $1.02M | Sell |
10,680
-32,103
| -75% | -$3.07M | ﹤0.01% | 97 |
|
|
2020
Q3 | $3.91M | Buy |
42,783
+1,875
| +5% | +$171K | 0.02% | 57 |
|
|
2020
Q2 | $3.68M | Buy |
+40,908
| New | +$3.68M | 0.02% | 58 |
|