CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $52.2M | Buy |
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|
2022
Q3 | $49.3M | Buy |
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|
2022
Q2 | $43.5M | Buy |
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|
2022
Q1 | $43.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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