Founders Financial Alliance’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
Q2 | $485K | Buy |
5,247
+2,713
| +107% | +$251K | 0.11% | 181 |
|
|
2025
Q1 | $234K | Sell |
2,534
-355
| -12% | -$32.8K | 0.06% | 305 |
|
|
2024
Q4 | $268K | Sell |
2,889
-2
| -0.1% | -$185 | 0.07% | 232 |
|
|
2024
Q3 | $269K | Sell |
2,891
-47
| -2% | -$4.37K | 0.07% | 234 |
|
|
2024
Q2 | $273K | Sell |
2,938
-320
| -10% | -$29.7K | 0.08% | 224 |
|
|
2024
Q1 | $306K | Sell |
3,258
-5
| -0.2% | -$470 | 0.09% | 208 |
|
|
2023
Q4 | $304K | Sell |
3,263
-737
| -18% | -$68.6K | 0.12% | 182 |
|
|
2023
Q3 | $370K | Sell |
4,000
-33
| -0.8% | -$3.05K | 0.16% | 134 |
|
|
2023
Q2 | $375K | Sell |
4,033
-2
| -0% | -$186 | 0.15% | 150 |
|
|
2023
Q1 | $370K | Sell |
4,035
-202
| -5% | -$18.5K | 0.18% | 123 |
|
|
2022
Q4 | $383K | Sell |
4,237
-26
| -0.6% | -$2.35K | 0.18% | 129 |
|
|
2022
Q3 | $378K | Hold |
4,263
| – | – | 0.19% | 120 |
|
|
2022
Q2 | $385K | Hold |
4,263
| – | – | 0.2% | 117 |
|
|
2022
Q1 | $399K | Sell |
4,263
-76
| -2% | -$7.11K | 0.18% | 126 |
|
|
2021
Q4 | $415K | Sell |
4,339
-410
| -9% | -$39.2K | 0.17% | 134 |
|
|
2021
Q3 | $455K | Sell |
4,749
-133
| -3% | -$12.7K | 0.21% | 111 |
|
|
2021
Q2 | $469K | Sell |
4,882
-8
| -0.2% | -$769 | 0.21% | 109 |
|
|
2021
Q1 | $467K | Buy |
4,890
+109
| +2% | +$10.4K | 0.23% | 98 |
|
|
2020
Q4 | $457K | Hold |
4,781
| – | – | 0.26% | 89 |
|
|
2020
Q3 | $438K | Buy |
+4,781
| New | +$438K | 0.26% | 79 |
|