HWM
Howard Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,750
| Closed | -$249K | – | 114 |
|
|
2022
Q4 | $249K | Sell |
2,750
-1,140
| -29% | -$103K | 0.2% | 94 |
|
|
2022
Q3 | $345K | Buy |
+3,890
| New | +$345K | 0.24% | 76 |
|
|
2022
Q2 | – | Sell |
-4,395
| Closed | -$411K | – | 103 |
|
|
2022
Q1 | $411K | Buy |
4,395
+1,425
| +48% | +$133K | 0.22% | 84 |
|
|
2021
Q4 | $284K | Buy |
+2,970
| New | +$284K | 0.15% | 107 |
|