Cetera Advisor Networks’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$341K	Sell	3,625 -515	-12%	-$48.2K	﹤0.01%	2189
2023 Q4	$385K	Buy	4,140 +11	+0.3%	+$1.02K	﹤0.01%	2070
2023 Q3	$382K	Buy	4,129 +7	+0.2%	+$650	﹤0.01%	1971
2023 Q2	$383K	Sell	4,122 -87	-2%	-$7.95K	﹤0.01%	1909
2023 Q1	$386K	Buy	4,209 +1,658	+65%	+$152K	﹤0.01%	1870
2022 Q4	$231K	Buy	+2,551	New	+$230K	﹤0.01%	2179
2022 Q1	–	Sell	-3,070	Closed	-$294K	–	2136
2021 Q4	$294K	Sell	3,070 -229	-7%	-$22K	﹤0.01%	1623
2021 Q3	$316K	Sell	3,299 -191	-5%	-$18.3K	﹤0.01%	1494
2021 Q2	$336K	Buy	+3,490	New	+$335K	﹤0.01%	1433

Other funds holding LQDH

DWM

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Advisor Networks's LQDH Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 12% in Q1 2024, selling an estimated $48.2K and leaving 3,625 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Cetera Advisor Networks first reported a position in LQDH in Q2 2021 and has held it in 9 quarters since. The position peaked at $386K in Q1 2023. 74 funds tracked by Wall St. Rank hold LQDH as of Q1 2024.

Cetera Advisor Networks held 3,625 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $341K as of Q1 2024.
Cetera Advisor Networks sold 515 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2024, an estimated $48.2K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2189 holding.
Cetera Advisor Networks first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and has held it in 9 quarters since.
Cetera Advisor Networks's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $386K in Q1 2023.
74 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.