Glass Jacobson Investment Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,421
| Closed | -$87.1K | – | 714 |
|
|
2025
Q1 | $87.1K | Hold |
3,421
| – | – | 0.03% | 312 |
|
|
2024
Q4 | $87.1K | Buy |
3,421
+51
| +2% | +$1.3K | 0.03% | 312 |
|
|
2024
Q3 | $90.4K | Buy |
3,370
+36
| +1% | +$965 | 0.03% | 295 |
|
|
2024
Q2 | $86.2K | Buy |
3,334
+38
| +1% | +$983 | 0.03% | 290 |
|
|
2024
Q1 | $86.2K | Buy |
3,296
+609
| +23% | +$15.9K | 0.03% | 293 |
|
|
2023
Q4 | $70.5K | Buy |
+2,687
| New | +$70.5K | 0.03% | 301 |
|