American Portfolios Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

American Portfolios Advisors’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 Q3	$13K	Hold	147	–	–	﹤0.01%	2398
2022 Q2	$13.3K	Hold	147	–	–	﹤0.01%	2434
2022 Q1	$13.7K	Hold	147	–	–	﹤0.01%	2551
2021 Q4	$14.1K	Sell	147 -963	-87%	-$92.4K	﹤0.01%	2484
2021 Q3	$106K	Sell	1,110 -25	-2%	-$2.4K	﹤0.01%	1430
2021 Q2	$109K	Buy	1,135 +988	+672%	+$94.8K	﹤0.01%	1380
2021 Q1	$14.2K	Buy	147 +85	+137%	+$8.11K	﹤0.01%	2236
2020 Q4	$5.92K	Hold	62	–	–	﹤0.01%	2343
2020 Q3	$5.66K	Hold	62	–	–	﹤0.01%	2221
2020 Q2	$5.57K	Hold	62	–	–	﹤0.01%	2197
2020 Q1	$5.15K	Hold	62	–	–	﹤0.01%	2080
2019 Q4	$5.96K	Hold	62	–	–	﹤0.01%	2211
2019 Q3	$5.76K	Buy	62 +34	+121%	+$3.16K	﹤0.01%	2148
2019 Q2	$2.63K	Hold	28	–	–	﹤0.01%	2394
2019 Q1	$2.62K	Hold	28	–	–	﹤0.01%	2300
2018 Q4	$2.54K	Hold	28	–	–	﹤0.01%	2071
2018 Q3	$2.72K	Buy	+28	New	+$2.7K	﹤0.01%	2178

Other funds holding LQDH

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

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

AIM

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

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

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

American Portfolios Advisors's LQDH Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q3 2022 at 147 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

American Portfolios Advisors first reported a position in LQDH in Q3 2018 and has held it in 17 quarters since. The position peaked at $109K in Q2 2021. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

American Portfolios Advisors held 147 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $13K as of Q3 2022.
American Portfolios Advisors left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q3 2022.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2398 holding.
American Portfolios Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
American Portfolios Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $109K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.