WWA
WCG Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
19,921
-1,506
| -7% | -$139K | 0.12% | 169 |
|
|
2025
Q1 | $1.98M | Buy |
21,427
+1,567
| +8% | +$145K | 0.15% | 142 |
|
|
2024
Q4 | $1.84M | Buy |
19,860
+1,983
| +11% | +$184K | 0.12% | 156 |
|
|
2024
Q3 | $1.66M | Buy |
17,877
+856
| +5% | +$79.6K | 0.11% | 170 |
|
|
2024
Q2 | $1.58M | Buy |
17,021
+2,446
| +17% | +$227K | 0.12% | 155 |
|
|
2024
Q1 | $1.37M | Buy |
14,575
+1,540
| +12% | +$145K | 0.11% | 157 |
|
|
2023
Q4 | $1.21M | Sell |
13,035
-317
| -2% | -$29.5K | 0.09% | 183 |
|
|
2023
Q3 | $1.26M | Sell |
13,352
-274
| -2% | -$25.8K | 0.09% | 178 |
|
|
2023
Q2 | $1.27M | Buy |
13,626
+1,815
| +15% | +$169K | 0.15% | 99 |
|
|
2023
Q1 | $1.08M | Buy |
11,811
+337
| +3% | +$30.9K | 0.14% | 107 |
|
|
2022
Q4 | $1.04M | Buy |
11,474
+1,470
| +15% | +$133K | 0.14% | 107 |
|
|
2022
Q3 | $888K | Buy |
+10,004
| New | +$888K | 0.12% | 137 |
|