Creative Planning’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
Q1 | – | Sell |
-2,647
| Closed | -$245K | – | 3587 |
|
|
2024
Q4 | $245K | Buy |
+2,647
| New | +$245K | ﹤0.01% | 2817 |
|
|
2022
Q4 | – | Sell |
-2,701
| Closed | -$240K | – | 2436 |
|
|
2022
Q3 | $240K | Sell |
2,701
-1,515
| -36% | -$135K | ﹤0.01% | 1773 |
|
|
2022
Q2 | $381K | Buy |
4,216
+958
| +29% | +$86.6K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $305K | Sell |
3,258
-1,564
| -32% | -$146K | ﹤0.01% | 1629 |
|
|
2021
Q4 | $462K | Sell |
4,822
-3,311
| -41% | -$317K | ﹤0.01% | 1354 |
|
|
2021
Q3 | $779K | Sell |
8,133
-7,420
| -48% | -$711K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $1.5M | Sell |
15,553
-11,430
| -42% | -$1.1M | ﹤0.01% | 782 |
|
|
2021
Q1 | $2.6M | Sell |
26,983
-14,261
| -35% | -$1.38M | 0.01% | 608 |
|
|
2020
Q4 | $3.94M | Buy |
+41,244
| New | +$3.94M | 0.01% | 427 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | -$1K | – | 4579 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 4346 |
|