Benjamin F. Edwards & Company’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-35	Closed	-$3K	–	1796
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	1600
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	1599
2021 Q2	$3K	Hold	35	–	–	﹤0.01%	1589
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	1576
2020 Q4	$3K	Buy	+35	New	+$3.27K	﹤0.01%	1489

Other funds holding LQDH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Benjamin F. Edwards & Company's LQDH Position: Q1 2022 in Review

Benjamin F. Edwards & Company sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2022, closing a stake of 35 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in LQDH in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 108 funds tracked by Wall St. Rank hold LQDH as of Q1 2022.

Benjamin F. Edwards & Company reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 35 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2022, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Benjamin F. Edwards & Company's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3K in Q4 2021.
108 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2022, filed 4 May 2022.