IWP
LQDH icon

Icon Wealth Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Icon Wealth Partners’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
-4,461
Closed -$430K – 353
2021
Q2 		$430K Buy
4,461
+637
+17% +$61.1K 0.05% 241
2021
Q1 		$369K Buy
+3,824
New +$365K 0.05% 245

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

Icon Wealth Partners's LQDH Position: Q3 2021 in Review

Icon Wealth Partners sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2021, closing a stake of 4,461 shares — an estimated $430K sold.

Icon Wealth Partners first reported a position in LQDH in Q1 2021 and held it in 2 quarters. The position peaked at $430K in Q2 2021. 87 funds tracked by Wall St. Rank hold LQDH as of Q3 2021.

  • Icon Wealth Partners reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 4,461 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2021, an estimated $430K.
  • Icon Wealth Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Icon Wealth Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $430K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.