IFAM
LQDH icon

Institutional & Family Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Institutional & Family Asset Management’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
2022
Q3 		– Sell
-154
Closed -$14K – 742
2022
Q2 		$14K Sell
154
-69
-31% -$6.32K ﹤0.01% 352
2022
Q1 		$21K Hold
223
– – ﹤0.01% 349
2021
Q4 		$21K Buy
223
+147
+193% +$14.1K ﹤0.01% 365
2021
Q3 		$7K Hold
76
– – ﹤0.01% 610
2021
Q2 		$7K Hold
76
– – ﹤0.01% 650
2021
Q1 		$7K Hold
76
– – ﹤0.01% 625
2020
Q4 		$7K Buy
+76
New +$7.11K ﹤0.01% 600

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Institutional & Family Asset Management's LQDH Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 154 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in LQDH in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 154 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Institutional & Family Asset Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $21K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.