AJ Wealth Strategies’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

AJ Wealth Strategies’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
2022 Q4	–	Sell	-10,380	Closed	-$921K	–	316
2022 Q3	$921K	Sell	10,380 -14,541	-58%	-$1.32M	0.05%	133
2022 Q2	$2.25M	Hold	24,921	–	–	0.12%	85
2022 Q1	$2.33M	Hold	24,921	–	–	0.11%	92
2021 Q4	$2.38M	Hold	24,921	–	–	0.11%	77
2021 Q3	$2.39M	Hold	24,921	–	–	0.13%	74
2021 Q2	$2.4M	Buy	+24,921	New	+$2.39M	0.14%	73

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AJ Wealth Strategies's LQDH Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022, closing a stake of 10,380 shares — an estimated $921K sold.

AJ Wealth Strategies first reported a position in LQDH in Q2 2021 and held it in 6 quarters. The position peaked at $2.4M in Q2 2021. 109 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

AJ Wealth Strategies reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 10,380 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2022, an estimated $921K.
AJ Wealth Strategies first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
AJ Wealth Strategies's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.4M in Q2 2021.
109 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.