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Ameritas Investment Company’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-1,511
Closed -$146K – 1483
2021
Q1 		$146K Buy
+1,511
New +$144K 0.01% 658
2020
Q2 		– Sell
-109
Closed -$9K – 1053
2020
Q1 		$9K Buy
+109
New +$9.92K ﹤0.01% 1233
2019
Q4 		– Sell
-108
Closed -$10K – 1221
2019
Q3 		$10K Buy
+108
New +$10.1K ﹤0.01% 1121

Other funds holding LQDH

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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameritas Investment Company's LQDH Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2021, closing a stake of 1,511 shares — an estimated $146K sold.

Ameritas Investment Company first reported a position in LQDH in Q3 2019 and held it in 3 quarters. The position peaked at $146K in Q1 2021. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,511 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $146K.
  • Ameritas Investment Company first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $146K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.