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

Arete 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
2025
Q1 		– Sell
-3,798
Closed -$352K – 764
2024
Q4 		$352K Buy
+3,798
New +$354K 0.03% 510

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's LQDH Position: Q1 2025 in Review

Arete Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2025, closing a stake of 3,798 shares — an estimated $352K sold.

Arete Wealth Advisors first reported a position in LQDH in Q4 2024 and held it in 1 quarter. The position peaked at $352K in Q4 2024. 99 funds tracked by Wall St. Rank hold LQDH as of Q1 2025.

  • Arete Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,798 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2025, an estimated $352K.
  • Arete Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $352K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.