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Bay Harbor Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bay Harbor 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
Q3 		– Sell
-46
Closed -$4K – 206
2022
Q2 		$4K Buy
+46
New +$4.21K ﹤0.01% 148

Other funds holding LQDH

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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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Bay Harbor Wealth Management's LQDH Position: Q3 2022 in Review

Bay Harbor Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 46 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in LQDH in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • Bay Harbor Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 46 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $4K.
  • Bay Harbor Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bay Harbor Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.