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

Bellwether 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
2021
Q2 		– Sell
-19
Closed -$1K – 448
2021
Q1 		$1K Hold
19
– – ﹤0.01% 379
2020
Q4 		$1K Buy
+19
New +$1.78K ﹤0.01% 316

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
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

Bellwether Advisors's LQDH Position: Q2 2021 in Review

Bellwether Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in LQDH in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

  • Bellwether Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bellwether Advisors sold 19 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $1K.
  • Bellwether Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bellwether Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Bellwether Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.