Perigon Wealth Management’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 | $730K | Buy |
7,897
+2,836
| +56% | +$262K | 0.02% | 570 |
|
|
2025
Q1 | $467K | Buy |
5,061
+2,244
| +80% | +$207K | 0.01% | 658 |
|
|
2024
Q4 | $262K | Buy |
+2,817
| New | +$262K | 0.01% | 864 |
|
|
2022
Q2 | – | Sell |
-9,506
| Closed | -$889K | – | 595 |
|
|
2022
Q1 | $889K | Buy |
9,506
+3,637
| +62% | +$340K | 0.06% | 256 |
|
|
2021
Q4 | $562K | Buy |
+5,869
| New | +$562K | 0.04% | 316 |
|