JIC
Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$955K | – | 206 |
|
|
2018
Q2 | $955K | Hold |
10,000
| – | – | 0.16% | 67 |
|
|
2018
Q1 | $967K | Hold |
10,000
| – | – | 0.17% | 60 |
|
|
2017
Q4 | $973K | Hold |
10,000
| – | – | 0.17% | 63 |
|
|
2017
Q3 | $962K | Buy |
10,000
+3,000
| +43% | +$289K | 0.18% | 62 |
|
|
2017
Q2 | $668K | Buy |
+7,000
| New | +$668K | 0.13% | 81 |
|