CWM
Comprehensive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,707
| Closed | -$615K | – | 37 |
|
|
2023
Q1 | $615K | Buy |
6,707
+20
| +0.3% | +$1.83K | 0.51% | 20 |
|
|
2022
Q4 | $605K | Sell |
6,687
-778
| -10% | -$70.4K | 0.56% | 19 |
|
|
2022
Q3 | $662K | Sell |
7,465
-2,271
| -23% | -$202K | 0.67% | 13 |
|
|
2022
Q2 | $879K | Sell |
9,736
-648
| -6% | -$58.5K | 0.76% | 9 |
|
|
2022
Q1 | $971K | Buy |
+10,384
| New | +$971K | 0.99% | 9 |
|