EDRH
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Edmond de Rothschild Holding’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Edmond de Rothschild Holding’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
Q4 		– Sell
-250
Closed -$23K – 662
2020
Q3 		$23K Hold
250
– – ﹤0.01% 556
2020
Q2 		$23K Hold
250
– – ﹤0.01% 541
2020
Q1 		$22K Hold
250
– – ﹤0.01% 502
2019
Q4 		$25K Buy
+250
New +$23.6K ﹤0.01% 517

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edmond de Rothschild Holding's LQDH Position: Q4 2020 in Review

Edmond de Rothschild Holding sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2020, closing a stake of 250 shares — an estimated $23K sold.

Edmond de Rothschild Holding first reported a position in LQDH in Q4 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 73 funds tracked by Wall St. Rank hold LQDH as of Q4 2020.

  • Edmond de Rothschild Holding reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 250 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2020, an estimated $23K.
  • Edmond de Rothschild Holding first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Edmond de Rothschild Holding's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $25K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2020, filed 12 Feb 2021.