MWC
MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-323
| Closed | -$29K | – | 355 |
|
|
2022
Q3 | $29K | Sell |
323
-62,469
| -99% | -$5.61M | 0.01% | 173 |
|
|
2022
Q2 | $5.67M | Sell |
62,792
-9,841
| -14% | -$888K | 2.77% | 11 |
|
|
2022
Q1 | $6.79M | Buy |
72,633
+3,265
| +5% | +$305K | 2.82% | 10 |
|
|
2021
Q4 | $6.64M | Buy |
69,368
+4,783
| +7% | +$458K | 2.76% | 12 |
|
|
2021
Q3 | $6.19M | Buy |
64,585
+4,857
| +8% | +$465K | 2.83% | 12 |
|
|
2021
Q2 | $5.75M | Buy |
59,728
+16,551
| +38% | +$1.59M | 2.7% | 12 |
|
|
2021
Q1 | $4.17M | Buy |
+43,177
| New | +$4.17M | 2.12% | 13 |
|