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

Integrated Advisors Network’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
2020 Q2	–	Sell	-2,860	Closed	-$237K	–	454
2020 Q1	$237K	Sell	2,860 -77	-3%	-$7.01K	0.05%	314
2019 Q4	$283K	Buy	+2,937	New	+$277K	0.04%	338

Other funds holding LQDH

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Integrated Advisors Network's LQDH Position: Q2 2020 in Review

Integrated Advisors Network sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2020, closing a stake of 2,860 shares — an estimated $237K sold.

Integrated Advisors Network first reported a position in LQDH in Q4 2019 and held it in 2 quarters. The position peaked at $283K in Q4 2019. 58 funds tracked by Wall St. Rank hold LQDH as of Q2 2020.

Integrated Advisors Network reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Integrated Advisors Network sold 2,860 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2020, an estimated $237K.
Integrated Advisors Network first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Integrated Advisors Network's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $283K in Q4 2019.
58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2020.

Based on Integrated Advisors Network's 13F filing for Q2 2020, filed 13 Aug 2020.