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B. Riley Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

B. Riley Wealth Management’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
Q2 		$210 Sell
2,325
-31
-1% -$2.84K ﹤0.01% 642
2022
Q1 		$220K Sell
2,356
-414
-15% -$38.7K 0.02% 532
2021
Q4 		$265K Buy
2,770
+680
+33% +$65.2K 0.02% 502
2021
Q3 		$200K Buy
+2,090
New +$200K 0.02% 573

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

B. Riley Wealth Management's LQDH Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.3% in Q2 2022, selling an estimated $2.84K and leaving 2,325 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #642.

B. Riley Wealth Management first reported a position in LQDH in Q3 2021 and has held it in 4 quarters since. The position peaked at $265K in Q4 2021. 123 funds tracked by Wall St. Rank hold LQDH as of Q2 2022.

  • B. Riley Wealth Management held 2,325 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $210 as of Q2 2022.
  • B. Riley Wealth Management sold 31 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2022, an estimated $2.84K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #642 holding.
  • B. Riley Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $265K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.