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Bay Colony Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-50
Closed -$5K – 607
2018
Q2 		$5K Buy
+50
New +$4.82K ﹤0.01% 776

Other funds holding LQDH

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bay Colony Advisors's LQDH Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2018, closing a stake of 50 shares — an estimated $5K sold.

Bay Colony Advisors first reported a position in LQDH in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 37 funds tracked by Wall St. Rank hold LQDH as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 50 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2018, an estimated $5K.
  • Bay Colony Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $5K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.