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

BDO 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
2019 Q4	–	Sell	-1,286	Closed	-$120K	–	615
2019 Q3	$120K	Sell	1,286 -180	-12%	-$16.8K	0.03%	241
2019 Q2	$138K	Sell	1,466 -31	-2%	-$2.9K	0.04%	225
2019 Q1	$140K	Buy	+1,497	New	+$139K	0.04%	196

Other funds holding LQDH

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's LQDH Position: Q4 2019 in Review

BDO Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2019, closing a stake of 1,286 shares — an estimated $120K sold.

BDO Wealth Advisors first reported a position in LQDH in Q1 2019 and held it in 3 quarters. The position peaked at $140K in Q1 2019. 44 funds tracked by Wall St. Rank hold LQDH as of Q4 2019.

BDO Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 1,286 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2019, an estimated $120K.
BDO Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
BDO Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $140K in Q1 2019.
44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.