Financial Gravity Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-17	Closed	-$1.58K	–	1646
2024 Q1	$1.58K	Buy	17 +1	+6%	+$94	﹤0.01%	705
2023 Q4	$1.51K	Buy	+16	New	+$1.48K	﹤0.01%	748

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Gravity Asset Management's LQDH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2024, closing a stake of 17 shares — an estimated $1.58K sold.

Financial Gravity Asset Management first reported a position in LQDH in Q4 2023 and held it in 2 quarters. The position peaked at $1.58K in Q1 2024. 74 funds tracked by Wall St. Rank hold LQDH as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 17 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2024, an estimated $1.58K.
Financial Gravity Asset Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.58K in Q1 2024.
74 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.