LPL Financial’s IQ Ultra Short Duration ETF ULTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $721K | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $452K | Buy |
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