Carson Wealth (CWM LLC)’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 |
-3
| Closed | – | – | 5215 |
|
|
2025
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 5125 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | -$1K | – | 5041 |
|
|
2024
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 4621 |
|
|
2024
Q2 | $1K | Sell |
9
-40
| -82% | -$4.44K | ﹤0.01% | 4408 |
|
|
2024
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 3669 |
|
|
2023
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 3517 |
|
|
2023
Q3 | $5K | Buy |
49
+40
| +444% | +$4.08K | ﹤0.01% | 3467 |
|
|
2023
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 3984 |
|
|
2023
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 3855 |
|
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 3771 |
|
|
2022
Q3 | $1K | Sell |
9
-80
| -90% | -$8.89K | ﹤0.01% | 3680 |
|
|
2022
Q2 | $8K | Buy |
89
+80
| +889% | +$7.19K | ﹤0.01% | 2703 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 3354 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3308 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2782 |
|