BFEC
LQDH icon

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
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 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.