Synergy Asset 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
Q1 | – | Sell |
-32
| Closed | -$2.98K | – | 512 |
|
|
2024
Q4 | $2.98K | Buy |
+32
| New | +$2.98K | ﹤0.01% | 627 |
|
|
2023
Q3 | – | Sell |
-93,834
| Closed | -$8.72M | – | 146 |
|
|
2023
Q2 | $8.72M | Buy |
+93,834
| New | +$8.72M | 2.16% | 11 |
|
|
2022
Q2 | – | Sell |
-77,716
| Closed | -$7.27M | – | 115 |
|
|
2022
Q1 | $7.27M | Buy |
+77,716
| New | +$7.27M | 1.75% | 18 |
|