OneDigital Investment Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
+46,759
| New | +$4.32M | 0.05% | 268 |
|
|
2022
Q1 | – | Sell |
-2,119
| Closed | -$203K | – | 789 |
|
|
2021
Q4 | $203K | Buy |
+2,119
| New | +$203K | 0.01% | 713 |
|
|
2018
Q4 | – | Sell |
-283
| Closed | -$27K | – | 1220 |
|
|
2018
Q3 | $27K | Buy |
283
+53
| +23% | +$5.06K | 0.01% | 569 |
|
|
2018
Q2 | $22K | Hold |
230
| – | – | ﹤0.01% | 778 |
|
|
2018
Q1 | $22K | Hold |
230
| – | – | ﹤0.01% | 783 |
|
|
2017
Q4 | $22K | Buy |
+230
| New | +$22K | ﹤0.01% | 772 |
|
|
2017
Q3 | – | Sell |
-230
| Closed | -$22K | – | 1116 |
|
|
2017
Q2 | $22K | Buy |
+230
| New | +$22K | 0.01% | 715 |
|