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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

CLA (CliftonLarsonAllen) 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
2024
Q3 		– Sell
-10,814
Closed -$1M – 191
2024
Q2 		$1M Sell
10,814
-309
-3% -$28.9K 0.02% 135
2024
Q1 		$1.05M Sell
11,123
-1,670
-13% -$156K 0.02% 128
2023
Q4 		$1.19M Sell
12,793
-3,126
-20% -$290K 0.03% 126
2023
Q3 		$1.47M Sell
15,919
-1,529
-9% -$142K 0.04% 110
2023
Q2 		$1.62M Sell
17,448
-856
-5% -$78.3K 0.05% 114
2023
Q1 		$1.68M Sell
18,304
-558,670
-97% -$51.3M 0.05% 112
2022
Q4 		$52.2M Buy
576,974
+21,428
+4% +$1.93M 1.94% 13
2022
Q3 		$49.3M Buy
555,546
+73,408
+15% +$6.66M 6.09% 6
2022
Q2 		$43.5M Buy
482,138
+18,695
+4% +$1.71M 1.81% 17
2022
Q1 		$43.3M Buy
+463,443
New +$43.3M 1.55% 20
2021
Q3 		– Sell
-19,933
Closed -$1.92M – 307
2021
Q2 		$1.92M Buy
19,933
+2,090
+12% +$200K 0.08% 106
2021
Q1 		$1.72M Sell
17,843
-3,242
-15% -$309K 0.08% 106
2020
Q4 		$2.01M Buy
+21,085
New +$1.97M 0.1% 90

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's LQDH Position: Q3 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2024, closing a stake of 10,814 shares — an estimated $1M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LQDH in Q4 2020 and held it in 13 quarters. The position peaked at $52.2M in Q4 2022. 82 funds tracked by Wall St. Rank hold LQDH as of Q3 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,814 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2024, an estimated $1M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $52.2M in Q4 2022.
  • 82 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.