MBM Wealth Consultants’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

MBM Wealth Consultants’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 Q4	–	Sell	-323	Closed	-$29K	–	356
2022 Q3	$29K	Sell	323 -62,469	-99%	-$5.66M	0.01%	173
2022 Q2	$5.67M	Sell	62,792 -9,841	-14%	-$902K	2.77%	11
2022 Q1	$6.79M	Buy	72,633 +3,265	+5%	+$305K	2.82%	10
2021 Q4	$6.64M	Buy	69,368 +4,783	+7%	+$459K	2.76%	12
2021 Q3	$6.19M	Buy	64,585 +4,857	+8%	+$466K	2.83%	12
2021 Q2	$5.75M	Buy	59,728 +16,551	+38%	+$1.59M	2.7%	12
2021 Q1	$4.17M	Buy	+43,177	New	+$4.12M	2.12%	13

Other funds holding LQDH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

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

MBM Wealth Consultants's LQDH Position: Q4 2022 in Review

MBM Wealth Consultants sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022, closing a stake of 323 shares — an estimated $29K sold.

MBM Wealth Consultants first reported a position in LQDH in Q1 2021 and held it in 7 quarters. The position peaked at $6.79M in Q1 2022. 109 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

MBM Wealth Consultants reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
MBM Wealth Consultants sold 323 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2022, an estimated $29K.
MBM Wealth Consultants first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
MBM Wealth Consultants's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $6.79M in Q1 2022.
109 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.