Guardian Capital Advisors (Canada)’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Guardian Capital Advisors (Canada)’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 Q3	$290K	Buy	3,119 +665	+27%	+$61.5K	0.03%	154
2024 Q2	$229K	Buy	2,454 +50	+2%	+$4.68K	0.02%	162
2024 Q1	$224K	Sell	2,404 -100	-4%	-$9.36K	0.02%	160
2023 Q4	$233K	Sell	2,504 -375	-13%	-$34.8K	0.02%	160
2023 Q3	$266K	Buy	2,879 +640	+29%	+$59.4K	0.03%	152
2023 Q2	$208K	Hold	2,239	–	–	0.02%	156
2023 Q1	$204K	Sell	2,239 -2,074	-48%	-$190K	0.02%	146
2022 Q4	$398K	Sell	4,313 -456	-10%	-$41.2K	0.05%	123
2022 Q3	$419K	Buy	4,769 +75	+2%	+$6.8K	0.05%	124
2022 Q2	$424K	Buy	4,694 +220	+5%	+$20.2K	0.05%	125
2022 Q1	$415K	Hold	4,474	–	–	0.04%	133
2021 Q4	$428K	Buy	4,474 +28	+0.6%	+$2.69K	0.04%	142
2021 Q3	$427K	Buy	+4,446	New	+$426K	0.04%	136

Other funds holding LQDH

DWM

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

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s LQDH Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 27% in Q3 2024, buying an estimated $61.5K and bringing the position to 3,119 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #154.

Guardian Capital Advisors (Canada) first reported a position in LQDH in Q3 2021 and has held it in 13 quarters since. The position peaked at $428K in Q4 2021. 82 funds tracked by Wall St. Rank hold LQDH as of Q3 2024.

Guardian Capital Advisors (Canada) held 3,119 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $290K as of Q3 2024.
Guardian Capital Advisors (Canada) bought 665 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2024, an estimated $61.5K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #154 holding.
Guardian Capital Advisors (Canada) first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
Guardian Capital Advisors (Canada)'s iShares Interest Rate Hedged Corporate Bond ETF position peaked at $428K in Q4 2021.
82 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.