United Capital Financial Advisors’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 | $2.37M | Buy |
+25,691
| New | +$2.37M | 0.02% | 405 |
|
|
2022
Q2 | – | Sell |
-14,073
| Closed | -$1.32M | – | 1160 |
|
|
2022
Q1 | $1.32M | Buy |
14,073
+1,412
| +11% | +$132K | 0.01% | 607 |
|
|
2021
Q4 | $1.21M | Buy |
12,661
+1,730
| +16% | +$166K | 0.01% | 636 |
|
|
2021
Q3 | $1.05M | Buy |
+10,931
| New | +$1.05M | 0.01% | 662 |
|
|
2020
Q4 | – | Sell |
-26,238
| Closed | -$2.4M | – | 1206 |
|
|
2020
Q3 | $2.4M | Sell |
26,238
-23,289
| -47% | -$2.13M | 0.02% | 461 |
|
|
2020
Q2 | $4.45M | Buy |
+49,527
| New | +$4.45M | 0.03% | 379 |
|