Glass Jacobson Investment Advisors’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 | $50.1K | Buy |
542
+56
| +12% | +$5.17K | 0.02% | 294 |
|
2025
Q1 | $45.1K | Hold |
486
| – | – | 0.01% | 382 |
|
2024
Q4 | $45.1K | Buy |
486
+78
| +19% | +$7.24K | 0.01% | 382 |
|
2024
Q3 | $38K | Buy |
408
+7
| +2% | +$652 | 0.01% | 405 |
|
2024
Q2 | $37.2K | Buy |
401
+242
| +152% | +$22.5K | 0.01% | 387 |
|
2024
Q1 | $15K | Buy |
+159
| New | +$15K | 0.01% | 518 |
|