Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,124
| Closed | -$928K | – | 77 |
|
|
2023
Q1 | $928K | Sell |
10,124
-1,217
| -11% | -$112K | 0.11% | 35 |
|
|
2022
Q4 | $1.03M | Sell |
11,341
-436
| -4% | -$39.5K | 0.13% | 30 |
|
|
2022
Q3 | $1.05M | Sell |
11,777
-14
| -0.1% | -$1.24K | 0.13% | 26 |
|
|
2022
Q2 | $1.06M | Sell |
11,791
-50
| -0.4% | -$4.51K | 0.12% | 29 |
|
|
2022
Q1 | $1.11M | Buy |
11,841
+1,596
| +16% | +$149K | 0.11% | 33 |
|
|
2021
Q4 | $981K | Buy |
10,245
+667
| +7% | +$63.9K | 0.09% | 35 |
|
|
2021
Q3 | $918K | Buy |
9,578
+288
| +3% | +$27.6K | 0.09% | 33 |
|
|
2021
Q2 | $895K | Buy |
+9,290
| New | +$895K | 0.09% | 34 |
|