Trademark Financial 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 |
-3,248
| Closed | -$301K | – | 94 |
|
|
2024
Q4 | $301K | Buy |
3,248
+68
| +2% | +$6.31K | 0.24% | 74 |
|
|
2024
Q3 | $296K | Sell |
3,180
-3,739
| -54% | -$348K | 0.23% | 73 |
|
|
2024
Q2 | $643K | Buy |
6,919
+680
| +11% | +$63.2K | 0.52% | 40 |
|
|
2024
Q1 | $587K | Buy |
6,239
+1,150
| +23% | +$108K | 0.49% | 50 |
|
|
2023
Q4 | $474K | Buy |
+5,089
| New | +$474K | 0.35% | 62 |
|