Investors Research Corp’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Investors Research Corp’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
2024 Q1	–	Sell	-92	Closed	-$8.56K	–	1068
2023 Q4	$8.56K	Hold	92	–	–	﹤0.01%	757
2023 Q3	$8.52K	Hold	92	–	–	﹤0.01%	767
2023 Q2	$8.55K	Hold	92	–	–	﹤0.01%	778
2023 Q1	$8.43K	Hold	92	–	–	﹤0.01%	798
2022 Q4	$8.32K	Hold	92	–	–	﹤0.01%	794
2022 Q3	$8K	Buy	+92	New	+$8.34K	﹤0.01%	782

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Investors Research Corp's LQDH Position: Q1 2024 in Review

Investors Research Corp sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2024, closing a stake of 92 shares — an estimated $8.56K sold.

Investors Research Corp first reported a position in LQDH in Q3 2022 and held it in 6 quarters. The position peaked at $8.56K in Q4 2023. 74 funds tracked by Wall St. Rank hold LQDH as of Q1 2024.

Investors Research Corp reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Investors Research Corp sold 92 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2024, an estimated $8.56K.
Investors Research Corp first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Investors Research Corp's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $8.56K in Q4 2023.
74 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2024.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.