LB
LQDH icon

Leo Brokerage’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Leo Brokerage’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 		$17.4M Buy
187,357
+4,892
+3% +$447K 1.98% 10
2023
Q1 		$16.7M Buy
+182,465
New +$16.7M 2.5% 8
2022
Q2 		$7.53M Buy
83,401
+35,475
+74% +$3.25M 2.03% 11
2022
Q1 		$4.48M Buy
+47,926
New +$4.48M 0.71% 28
2021
Q3 		$4.52M Sell
47,213
-157
-0.3% -$15K 0.84% 22
2021
Q2 		$4.56M Sell
47,370
-1,044
-2% -$100K 0.92% 24
2021
Q1 		$4.67M Buy
48,414
+7,361
+18% +$702K 1.33% 16
2020
Q4 		$3.92M Buy
+41,053
New +$3.84M 1.26% 17

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
LPL Financial
LPL Financial San Diego, California $376B 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 $93.1B 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 $773M AUM 12.78% 1-Year Est. Return
RWI
Red Wave Investments Dillsburg, Pennsylvania $335M AUM 15.13% 1-Year Est. Return