Claraphi Advisory Network’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$559K Buy
+6,178
New +$558K 0.22% 124
2020
Q2
Sell
-44
Closed -$4K 802
2020
Q1
$4K Buy
+44
New +$4K ﹤0.01% 922

Other funds holding LQDH

Claraphi Advisory Network's LQDH Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022: 6,178 shares worth $559K. The stake represents 0.22% of the portfolio and ranks #124 among its holdings. This is a return to the name: Claraphi Advisory Network previously reported a position in LQDH as recently as Q1 2020.

Claraphi Advisory Network first reported a position in LQDH in Q1 2020 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

  • Claraphi Advisory Network held 6,178 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $559K as of Q4 2022.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Claraphi Advisory Network position in Q4 2022.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.22% of Claraphi Advisory Network's portfolio in Q4 2022, its #124 holding.
  • Claraphi Advisory Network first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.