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Essex Savings Bank’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Essex Savings Bank’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
-4,214
Closed -$381K – 231
2022
Q4 		$381K Buy
+4,214
New +$380K 0.13% 144

Other funds holding LQDH

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
LPL Financial
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Savings Bank's LQDH Position: Q1 2023 in Review

Essex Savings Bank sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2023, closing a stake of 4,214 shares — an estimated $381K sold.

Essex Savings Bank first reported a position in LQDH in Q4 2022 and held it in 1 quarter. The position peaked at $381K in Q4 2022. 86 funds tracked by Wall St. Rank hold LQDH as of Q1 2023.

  • Essex Savings Bank reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Essex Savings Bank sold 4,214 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2023, an estimated $381K.
  • Essex Savings Bank first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Essex Savings Bank's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $381K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2023.

Based on Essex Savings Bank's 13F filing for Q1 2023, filed 24 Apr 2023.