Advisor Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Advisor Group’s Portfolio LQDH Stock Details LQDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$29K	Buy	299 +46	+18%	+$4.33K	﹤0.01%	3749
2019 Q3	$24K	Sell	253 -4,729	-95%	-$440K	﹤0.01%	3840
2019 Q2	$468K	Hold	4,982	–	–	﹤0.01%	1665
2019 Q1	$466K	Sell	4,982 -12,015	-71%	-$1.12M	﹤0.01%	1642
2018 Q4	$1.54M	Buy	16,997 +8,256	+94%	+$781K	0.02%	737
2018 Q3	$849K	Buy	8,741 +2,620	+43%	+$253K	0.01%	1102
2018 Q2	$585K	Buy	6,121 +277	+5%	+$26.7K	0.01%	1198
2018 Q1	$565K	Buy	5,844 +5,206	+816%	+$507K	0.01%	1231
2017 Q4	$62K	Buy	+638	New	+$61.6K	﹤0.01%	2933
2016 Q3	–	Sell	-16	Closed	-$1K	–	4549
2016 Q2	$1K	Buy	+16	New	+$1.46K	﹤0.01%	4242

Other funds holding LQDH

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's LQDH Position: Q4 2019 in Review

Advisor Group increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 18% in Q4 2019, buying an estimated $4.33K and bringing the position to 299 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Advisor Group first reported a position in LQDH in Q2 2016 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2018. 44 funds tracked by Wall St. Rank hold LQDH as of Q4 2019.

Advisor Group held 299 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $29K as of Q4 2019.
Advisor Group bought 46 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2019, an estimated $4.33K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3749 holding.
Advisor Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2016 and has held it in 10 quarters since.
Advisor Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.54M in Q4 2018.
44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.