Golden State Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$450 1621
2024
Q4
$450 Buy
+4
New +$373 ﹤0.01% 1434

Other funds holding LQDH

Golden State Wealth Management's LQDH Position: Q1 2025 in Review

Golden State Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2025, closing a stake of 4 shares — an estimated $450 sold.

Golden State Wealth Management first reported a position in LQDH in Q4 2024 and held it in 1 quarter. The position peaked at $450 in Q4 2024. 99 funds tracked by Wall St. Rank hold LQDH as of Q1 2025.

  • Golden State Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 4 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2025, an estimated $450.
  • Golden State Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $450 in Q4 2024.
  • 99 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.