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Firethorn Wealth Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Firethorn Wealth Partners’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
2021
Q2 		$208K Sell
2,157
-84
-4% -$8.06K 0.17% 118
2021
Q1 		$216K Buy
+2,241
New +$214K 0.2% 114

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Firethorn Wealth Partners's LQDH Position: Q2 2021 in Review

Firethorn Wealth Partners reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 3.7% in Q2 2021, selling an estimated $8.06K and leaving 2,157 shares worth $208K. The position accounts for 0.17% of the portfolio, ranked #118.

Firethorn Wealth Partners first reported a position in LQDH in Q1 2021 and has held it in 2 quarters since. The position peaked at $216K in Q1 2021. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

  • Firethorn Wealth Partners held 2,157 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $208K as of Q2 2021.
  • Firethorn Wealth Partners sold 84 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $8.06K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.17% of Firethorn Wealth Partners's portfolio in Q2 2021, its #118 holding.
  • Firethorn Wealth Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • Firethorn Wealth Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $216K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.