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Avidian Wealth Enterprises’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Avidian Wealth Enterprises’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
-2,953
Closed -$285K – 403
2021
Q1 		$285K Sell
2,953
-1,225
-29% -$117K 0.02% 293
2020
Q4 		$399K Buy
+4,178
New +$391K 0.04% 219

Other funds holding LQDH

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RBA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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

Avidian Wealth Enterprises's LQDH Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2021, closing a stake of 2,953 shares — an estimated $285K sold.

Avidian Wealth Enterprises first reported a position in LQDH in Q4 2020 and held it in 2 quarters. The position peaked at $399K in Q4 2020. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

  • Avidian Wealth Enterprises reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,953 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $285K.
  • Avidian Wealth Enterprises first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $399K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.