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Cerro Pacific Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Cerro Pacific Wealth 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
2022
Q4 		– Sell
-2,819
Closed -$250K – 157
2022
Q3 		$250K Buy
+2,819
New +$256K 0.15% 130

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerro Pacific Wealth Advisors's LQDH Position: Q4 2022 in Review

Cerro Pacific Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022, closing a stake of 2,819 shares — an estimated $250K sold.

Cerro Pacific Wealth Advisors first reported a position in LQDH in Q3 2022 and held it in 1 quarter. The position peaked at $250K in Q3 2022. 108 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

  • Cerro Pacific Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 2,819 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2022, an estimated $250K.
  • Cerro Pacific Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $250K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.