Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,675
| Closed | -$258K | – | 83 |
|
|
2021
Q1 | $258K | Sell |
2,675
-10,327
| -79% | -$996K | 0.08% | 76 |
|
|
2020
Q4 | $1.24M | Buy |
13,002
+1,348
| +12% | +$129K | 0.39% | 37 |
|
|
2020
Q3 | $1.06M | Buy |
11,654
+2,744
| +31% | +$251K | 0.39% | 36 |
|
|
2020
Q2 | $801K | Buy |
8,910
+589
| +7% | +$53K | 0.31% | 37 |
|
|
2020
Q1 | $691K | Buy |
8,321
+106
| +1% | +$8.8K | 0.34% | 36 |
|
|
2019
Q4 | $790K | Buy |
8,215
+558
| +7% | +$53.7K | 0.31% | 35 |
|
|
2019
Q3 | $712K | Buy |
7,657
+376
| +5% | +$35K | 0.31% | 34 |
|
|
2019
Q2 | $685K | Buy |
7,281
+3,586
| +97% | +$337K | 0.31% | 33 |
|
|
2019
Q1 | $345K | Buy |
3,695
+663
| +22% | +$61.9K | 0.17% | 44 |
|
|
2018
Q4 | $275K | Buy |
3,032
+457
| +18% | +$41.5K | 0.15% | 52 |
|
|
2018
Q3 | $249K | Buy |
+2,575
| New | +$249K | 0.13% | 58 |
|