Brown Brothers Harriman & Co
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Brown Brothers Harriman & Co’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-69
Closed -$7K – 1188
2021
Q3 		$7K Hold
69
– – ﹤0.01% 954
2021
Q2 		$7K Buy
+69
New +$6.62K ﹤0.01% 946

Other funds holding LQDH

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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Brown Brothers Harriman & Co's LQDH Position: Q4 2021 in Review

Brown Brothers Harriman & Co sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2021, closing a stake of 69 shares — an estimated $7K sold.

Brown Brothers Harriman & Co first reported a position in LQDH in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 103 funds tracked by Wall St. Rank hold LQDH as of Q4 2021.

  • Brown Brothers Harriman & Co reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 69 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2021, an estimated $7K.
  • Brown Brothers Harriman & Co first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $7K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2021.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2021, filed 14 Feb 2022.