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Gradient Investments’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Gradient Investments’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
Q3 		– Sell
-40
Closed -$4K – 1178
2019
Q2 		$4K Buy
+40
New +$3.74K ﹤0.01% 797

Other funds holding LQDH

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SC
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LPL Financial
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's LQDH Position: Q3 2019 in Review

Gradient Investments sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2019, closing a stake of 40 shares — an estimated $4K sold.

Gradient Investments first reported a position in LQDH in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 43 funds tracked by Wall St. Rank hold LQDH as of Q3 2019.

  • Gradient Investments reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Gradient Investments sold 40 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2019, an estimated $4K.
  • Gradient Investments first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Gradient Investments's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.