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Grove Bank & Trust’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Grove Bank & Trust’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
2018
Q1 		– Sell
-174
Closed -$17K – 329
2017
Q4 		$17K Buy
+174
New +$16.8K 0.01% 402

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SC
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UBS Group
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FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
DBRC
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Grove Bank & Trust's LQDH Position: Q1 2018 in Review

Grove Bank & Trust sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2018, closing a stake of 174 shares — an estimated $17K sold.

Grove Bank & Trust first reported a position in LQDH in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 26 funds tracked by Wall St. Rank hold LQDH as of Q1 2018.

  • Grove Bank & Trust reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 174 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2018, an estimated $17K.
  • Grove Bank & Trust first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Grove Bank & Trust's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $17K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.