MFM
Mirsky Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13.1M | Buy |
137,307
+2,424
| +2% | +$232K | 5.42% | 6 |
|
|
2021
Q3 | $12.9M | Buy |
134,883
+4,655
| +4% | +$446K | 5.77% | 6 |
|
|
2021
Q2 | $12.5M | Buy |
130,228
+119,438
| +1,107% | +$11.5M | 5.57% | 6 |
|
|
2021
Q1 | $1.04M | Buy |
+10,790
| New | +$1.04M | 0.48% | 28 |
|
|
2019
Q3 | – | Sell |
-55,709
| Closed | -$5.24M | – | 36 |
|
|
2019
Q2 | $5.24M | Buy |
55,709
+1,671
| +3% | +$157K | 3.94% | 9 |
|
|
2019
Q1 | $5.05M | Sell |
54,038
-22,390
| -29% | -$2.09M | 3.93% | 9 |
|
|
2018
Q4 | $6.93M | Buy |
+76,428
| New | +$6.93M | 6.08% | 7 |
|