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

Crewe 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
2023
Q1 		– Sell
-2
Closed -$181 – 951
2022
Q4 		$181 Buy
+2
New +$181 ﹤0.01% 999

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crewe Advisors's LQDH Position: Q1 2023 in Review

Crewe Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2023, closing a stake of 2 shares — an estimated $181 sold.

Crewe Advisors first reported a position in LQDH in Q4 2022 and held it in 1 quarter. The position peaked at $181 in Q4 2022. 86 funds tracked by Wall St. Rank hold LQDH as of Q1 2023.

  • Crewe Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 2 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2023, an estimated $181.
  • Crewe Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Crewe Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $181 in Q4 2022.
  • 86 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.