GeoWealth Management’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 | $274K | Buy |
2,962
+724
| +32% | +$66.9K | 0.01% | 565 |
|
|
2025
Q1 | $207K | Buy |
+2,238
| New | +$207K | 0.01% | 652 |
|
|
2023
Q1 | – | Sell |
-20,863
| Closed | -$1.89M | – | 414 |
|
|
2022
Q4 | $1.89M | Sell |
20,863
-43,270
| -67% | -$3.92M | 0.2% | 80 |
|
|
2022
Q3 | $5.69M | Buy |
64,133
+43,383
| +209% | +$3.85M | 0.62% | 32 |
|
|
2022
Q2 | $1.88M | Buy |
+20,750
| New | +$1.88M | 0.25% | 83 |
|