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

BerganKDV 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
2023
Q2 		– Sell
-161
Closed -$14.8K – 987
2023
Q1 		$14.8K Buy
+161
New +$14.8K ﹤0.01% 546

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

BerganKDV Wealth Management's LQDH Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2023, closing a stake of 161 shares — an estimated $14.8K sold.

BerganKDV Wealth Management first reported a position in LQDH in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 70 funds tracked by Wall St. Rank hold LQDH as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 161 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2023, an estimated $14.8K.
  • BerganKDV Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $14.8K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.