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Dynamic Advisor Solutions’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-3,555
Closed -$331K – 590
2019
Q3 		$331K Sell
3,555
-285
-7% -$26.5K 0.05% 357
2019
Q2 		$361K Buy
+3,840
New +$359K 0.06% 324

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SPC
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Citadel Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dynamic Advisor Solutions's LQDH Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2019, closing a stake of 3,555 shares — an estimated $331K sold.

Dynamic Advisor Solutions first reported a position in LQDH in Q2 2019 and held it in 2 quarters. The position peaked at $361K in Q2 2019. 44 funds tracked by Wall St. Rank hold LQDH as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,555 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2019, an estimated $331K.
  • Dynamic Advisor Solutions first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $361K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.