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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

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LWL
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AssetMark Inc
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RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SC
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CIAS
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Envestnet Asset Management
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BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return