CPA
LQDH icon

Clear Point Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Clear Point 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
Q4 		– Sell
-712
Closed -$66.3K – 359
2024
Q3 		$66.3K Buy
712
+3
+0.4% +$277 0.05% 175
2024
Q2 		$65.9K Buy
709
+4
+0.6% +$374 0.05% 166
2024
Q1 		$66.3K Buy
705
+4
+0.6% +$374 0.05% 170
2023
Q4 		$65.3K Buy
+701
New +$65K 0.06% 165

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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's LQDH Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2024, closing a stake of 712 shares — an estimated $66.3K sold.

Clear Point Advisors first reported a position in LQDH in Q4 2023 and held it in 4 quarters. The position peaked at $66.3K in Q1 2024. 92 funds tracked by Wall St. Rank hold LQDH as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 712 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2024, an estimated $66.3K.
  • Clear Point Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $66.3K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.