Gallagher Benefit Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Gallagher Benefit 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
2022 Q4	$7.5M	Buy	+82,932	New	+$7.49M	1.58%	17

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gallagher Benefit Services's LQDH Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022: 82,932 shares worth $7.5M. The stake represents 1.58% of the portfolio and ranks #17 among its holdings.

108 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

Gallagher Benefit Services held 82,932 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $7.5M as of Q4 2022.
iShares Interest Rate Hedged Corporate Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Interest Rate Hedged Corporate Bond ETF made up 1.58% of Gallagher Benefit Services's portfolio in Q4 2022, its #17 holding.
108 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.