First Allied Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-350	Closed	-$33K	–	1441
2019 Q3	$33K	Buy	+350	New	+$32.6K	﹤0.01%	1412

Other funds holding LQDH

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Allied Advisory Services's LQDH Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2019, closing a stake of 350 shares — an estimated $33K sold.

First Allied Advisory Services first reported a position in LQDH in Q3 2019 and held it in 1 quarter. The position peaked at $33K in Q3 2019. 44 funds tracked by Wall St. Rank hold LQDH as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 350 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2019, an estimated $33K.
First Allied Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $33K in Q3 2019.
44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.