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Amplius Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-11
Closed -$1K – 583
2021
Q4 		$1K Buy
+11
New +$1.05K ﹤0.01% 902

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Amplius Wealth Advisors's LQDH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in LQDH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 108 funds tracked by Wall St. Rank hold LQDH as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 11 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2022, an estimated $1K.
  • Amplius Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.