EWM
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EPG Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

EPG Wealth Management’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
-18
Closed -$1K – 503
2020
Q1 		$1K Hold
18
– – ﹤0.01% 744
2019
Q4 		$2K Buy
+18
New +$1.7K ﹤0.01% 608

Other funds holding LQDH

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
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

EPG Wealth Management's LQDH Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in LQDH in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 58 funds tracked by Wall St. Rank hold LQDH as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 18 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.