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

AlphaStar Capital Management’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
2023
Q3 		– Sell
-9,906
Closed -$921K – 261
2023
Q2 		$921K Buy
+9,906
New +$906K 0.1% 136

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
RWI
Red Wave Investments Dillsburg, Pennsylvania $335M AUM 15.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaStar Capital Management's LQDH Position: Q3 2023 in Review

AlphaStar Capital Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2023, closing a stake of 9,906 shares — an estimated $921K sold.

AlphaStar Capital Management first reported a position in LQDH in Q2 2023 and held it in 1 quarter. The position peaked at $921K in Q2 2023. 64 funds tracked by Wall St. Rank hold LQDH as of Q3 2023.

  • AlphaStar Capital Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • AlphaStar Capital Management sold 9,906 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2023, an estimated $921K.
  • AlphaStar Capital Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • AlphaStar Capital Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $921K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2023.

Based on AlphaStar Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.