LWL
Leo Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
240,710
+143,244
| +147% | +$13.2M | 1.73% | 13 |
|
|
2025
Q1 | $8.99M | Sell |
97,466
-128,228
| -57% | -$11.8M | 1.29% | 14 |
|
|
2024
Q4 | $20.9M | Buy |
225,694
+8,454
| +4% | +$784K | 1.88% | 12 |
|
|
2024
Q3 | $20.2M | Buy |
217,240
+9,472
| +5% | +$881K | 1.85% | 11 |
|
|
2024
Q2 | $19.4M | Buy |
207,768
+2,920
| +1% | +$272K | 1.98% | 11 |
|
|
2024
Q1 | $19.3M | Buy |
204,848
+11,330
| +6% | +$1.07M | 1.97% | 10 |
|
|
2023
Q4 | $18M | Buy |
+193,518
| New | +$18M | 1.87% | 10 |
|