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Focus Financial Network’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Focus Financial Network’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
Q2 		– Sell
-55,153
Closed -$5.05M – 600
2023
Q1 		$5.05M Buy
+55,153
New +$5.06M 0.31% 65

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Focus Financial Network's LQDH Position: Q2 2023 in Review

Focus Financial Network sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2023, closing a stake of 55,153 shares — an estimated $5.05M sold.

Focus Financial Network first reported a position in LQDH in Q1 2023 and held it in 1 quarter. The position peaked at $5.05M in Q1 2023. 70 funds tracked by Wall St. Rank hold LQDH as of Q2 2023.

  • Focus Financial Network reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Focus Financial Network sold 55,153 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2023, an estimated $5.05M.
  • Focus Financial Network first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Focus Financial Network's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $5.05M in Q1 2023.
  • 70 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.