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Heritage Wealth Management (Arizona)’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		– Sell
-116
Closed -$11K – 911
2021
Q2 		$11K Sell
116
-227
-66% -$21.8K ﹤0.01% 648
2021
Q1 		$33K Buy
+343
New +$32.7K 0.02% 434

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LQDH Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2021, closing a stake of 116 shares — an estimated $11K sold.

Heritage Wealth Management (Arizona) first reported a position in LQDH in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 87 funds tracked by Wall St. Rank hold LQDH as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 116 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2021, an estimated $11K.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s iShares Interest Rate Hedged Corporate Bond ETF position peaked at $33K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.