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

Elevated Capital 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	-9,152	Closed	-$828K	–	171
2022 Q4	$828K	Sell	9,152 -19,335	-68%	-$1.75M	0.32%	92
2022 Q3	$2.53M	Buy	+28,487	New	+$2.58M	0.99%	29

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevated Capital Advisors's LQDH Position: Q1 2023 in Review

Elevated Capital Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2023, closing a stake of 9,152 shares — an estimated $828K sold.

Elevated Capital Advisors first reported a position in LQDH in Q3 2022 and held it in 2 quarters. The position peaked at $2.53M in Q3 2022. 85 funds tracked by Wall St. Rank hold LQDH as of Q1 2023.

Elevated Capital Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Elevated Capital Advisors sold 9,152 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2023, an estimated $828K.
Elevated Capital Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Elevated Capital Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.53M in Q3 2022.
85 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2023.

Based on Elevated Capital Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.