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AlphaCore Capital’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

AlphaCore Capital’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
2020
Q2 		– Sell
-6,899
Closed -$573K – 204
2020
Q1 		$573K Buy
+6,899
New +$628K 0.45% 24

Other funds holding LQDH

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AlphaCore Capital's LQDH Position: Q2 2020 in Review

AlphaCore Capital sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2020, closing a stake of 6,899 shares — an estimated $573K sold.

AlphaCore Capital first reported a position in LQDH in Q1 2020 and held it in 1 quarter. The position peaked at $573K in Q1 2020. 58 funds tracked by Wall St. Rank hold LQDH as of Q2 2020.

  • AlphaCore Capital reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AlphaCore Capital sold 6,899 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2020, an estimated $573K.
  • AlphaCore Capital first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • AlphaCore Capital's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $573K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2020.

Based on AlphaCore Capital's 13F filing for Q2 2020, filed 14 Aug 2020.