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IFP Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

IFP Advisors’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
2023
Q2 		– Sell
-71
Closed -$6.83K – 3518
2023
Q1 		$6.83K Sell
71
-663
-90% -$60.8K ﹤0.01% 2444
2022
Q4 		$78K Buy
734
+18
+3% +$1.63K ﹤0.01% 1918
2022
Q3 		$76K Sell
716
-231
-24% -$20.9K ﹤0.01% 2053
2022
Q2 		$91K Hold
947
– – ﹤0.01% 1747
2022
Q1 		$91K Buy
947
+533
+129% +$49.8K ﹤0.01% 1747
2021
Q4 		$39K Buy
+414
New +$39.7K ﹤0.01% 1650
2019
Q4 		– Sell
-150
Closed -$14.1K – 3005
2019
Q3 		$14K Buy
+150
New +$14K ﹤0.01% 1915
2019
Q1 		$14K Sell
150
-2,757
-95% -$256K ﹤0.01% 1470
2018
Q4 		$264K Sell
2,907
-405
-12% -$38.3K 0.02% 761
2018
Q3 		$322K Buy
3,312
+305
+10% +$29.4K 0.01% 853
2018
Q2 		$287K Sell
3,007
-4
-0.1% -$385 0.01% 900
2018
Q1 		$293K Hold
3,011
– – 0.01% 832
2017
Q4 		$293K Buy
3,011
+147
+5% +$14.2K 0.01% 833
2017
Q3 		$275K Buy
2,864
+1,515
+112% +$144K 0.01% 959
2017
Q2 		$129K Sell
1,349
-46
-3% -$4.35K 0.01% 1391
2017
Q1 		$132K Buy
1,395
+455
+48% +$42.9K 0.01% 1340
2016
Q4 		$88K Buy
940
+379
+68% +$35.2K ﹤0.01% 1532
2016
Q3 		$52K Sell
561
-27
-5% -$2.5K ﹤0.01% 1787
2016
Q2 		$54K Buy
588
+438
+292% +$40.1K ﹤0.01% 1721
2016
Q1 		$14K Buy
+150
New +$13.3K ﹤0.01% 1468

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

IFP Advisors's LQDH Position: Q2 2023 in Review

IFP Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2023, closing a stake of 71 shares — an estimated $6.83K sold.

IFP Advisors first reported a position in LQDH in Q1 2016 and held it in 20 quarters. The position peaked at $322K in Q3 2018. 70 funds tracked by Wall St. Rank hold LQDH as of Q2 2023.

  • IFP Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 71 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2023, an estimated $6.83K.
  • IFP Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2016 and held it in 20 quarters.
  • IFP Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $322K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.