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

LS Investment 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
2020
Q3 		– Sell
-1,678
Closed -$151K – 1152
2020
Q2 		$151K Hold
1,678
– – 0.01% 840
2020
Q1 		$139K Buy
+1,678
New +$153K 0.01% 770

Other funds holding LQDH

AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LS Investment Advisors's LQDH Position: Q3 2020 in Review

LS Investment Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2020, closing a stake of 1,678 shares — an estimated $151K sold.

LS Investment Advisors first reported a position in LQDH in Q1 2020 and held it in 2 quarters. The position peaked at $151K in Q2 2020. 52 funds tracked by Wall St. Rank hold LQDH as of Q3 2020.

  • LS Investment Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,678 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2020, an estimated $151K.
  • LS Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • LS Investment Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $151K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.