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Csenge Advisory Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Csenge Advisory Group’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
2020
Q2 		– Sell
-3,866
Closed -$321K – 399
2020
Q1 		$321K Buy
+3,866
New +$352K 0.08% 200

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Csenge Advisory Group's LQDH Position: Q2 2020 in Review

Csenge Advisory Group sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2020, closing a stake of 3,866 shares — an estimated $321K sold.

Csenge Advisory Group first reported a position in LQDH in Q1 2020 and held it in 1 quarter. The position peaked at $321K in Q1 2020. 58 funds tracked by Wall St. Rank hold LQDH as of Q2 2020.

  • Csenge Advisory Group reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Csenge Advisory Group sold 3,866 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2020, an estimated $321K.
  • Csenge Advisory Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Csenge Advisory Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $321K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2020.

Based on Csenge Advisory Group's 13F filing for Q2 2020, filed 17 Jul 2020.