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

Financial Gravity Companies’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
2018
Q1 		– Sell
-604
Closed -$60K – 1534
2017
Q4 		$60K Buy
+604
New +$58.3K 0.07% 249

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SC
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UBS Group
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FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
DBRC
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LTFS
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Financial Gravity Companies's LQDH Position: Q1 2018 in Review

Financial Gravity Companies sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2018, closing a stake of 604 shares — an estimated $60K sold.

Financial Gravity Companies first reported a position in LQDH in Q4 2017 and held it in 1 quarter. The position peaked at $60K in Q4 2017. 26 funds tracked by Wall St. Rank hold LQDH as of Q1 2018.

  • Financial Gravity Companies reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 604 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2018, an estimated $60K.
  • Financial Gravity Companies first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $60K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.