Mascoma Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.4K | Hold |
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|
2025
Q1 | $80.3K | Hold |
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|
2024
Q4 | $80.7K | Hold |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $80.8K | Hold |
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|
2024
Q1 | $81.8K | Hold |
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|
2023
Q4 | $81K | Hold |
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|
2023
Q3 | $80.5K | Hold |
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|
2023
Q2 | $80.4K | Sell |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $368K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2019
Q3 | $981K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $7.35M | Buy |
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|
2018
Q2 | $3.55M | Buy |
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