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Freedom Investment Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Freedom Investment 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
Q4 		– Sell
-20,526
Closed -$1.91M – 796
2024
Q3 		$1.91M Sell
20,526
-1,352
-6% -$125K 0.15% 122
2024
Q2 		$2.03M Buy
21,878
+107
+0.5% +$10K 0.17% 110
2024
Q1 		$2.05M Sell
21,771
-950
-4% -$88.9K 0.16% 115
2023
Q4 		$2.11M Sell
22,721
-4,000
-15% -$371K 0.17% 110
2023
Q3 		$2.47M Sell
26,721
-491
-2% -$45.6K 0.3% 67
2023
Q2 		$2.53M Buy
27,212
+1,468
+6% +$134K 0.28% 70
2023
Q1 		$2.36M Sell
25,744
-365
-1% -$33.5K 0.27% 86
2022
Q4 		$2.36M Sell
26,109
-603
-2% -$54.4K 0.27% 91
2022
Q3 		$2.37M Sell
26,712
-1,803
-6% -$164K 0.27% 87
2022
Q2 		$2.57M Buy
+28,515
New +$2.61M 0.27% 85
2018
Q2 		– Sell
-19,533
Closed -$1.89M – 1045
2018
Q1 		$1.89M Buy
19,533
+7,861
+67% +$766K 0.1% 186
2017
Q4 		$1.14M Buy
+11,672
New +$1.13M 0.06% 314
2016
Q1 		– Sell
-12,397
Closed -$1.13M – 865
2015
Q4 		$1.13M Buy
+12,397
New +$1.14M 0.09% 197

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's LQDH Position: Q4 2024 in Review

Freedom Investment Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2024, closing a stake of 20,526 shares — an estimated $1.91M sold.

Freedom Investment Management first reported a position in LQDH in Q4 2015 and held it in 13 quarters. The position peaked at $2.57M in Q2 2022. 92 funds tracked by Wall St. Rank hold LQDH as of Q4 2024.

  • Freedom Investment Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 20,526 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2024, an estimated $1.91M.
  • Freedom Investment Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2015 and held it in 13 quarters.
  • Freedom Investment Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.57M in Q2 2022.
  • 92 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.