United Capital Financial Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Sell
2025
Q2
$2.37M Buy
2022
Q2
Sell
2022
Q1
$1.32M Buy
2021
Q4
$1.21M Buy
2021
Q3
$1.05M Buy
2020
Q4
Sell
2020
Q3
$2.4M Sell
2020
Q2
$4.45M Buy