Mirsky Financial Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Mirsky Financial Management’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
2021 Q4	$13.1M	Buy	137,307 +2,424	+2%	+$233K	5.42%	6
2021 Q3	$12.9M	Buy	134,883 +4,655	+4%	+$446K	5.77%	6
2021 Q2	$12.5M	Buy	130,228 +119,438	+1,107%	+$11.5M	5.57%	6
2021 Q1	$1.04M	Buy	+10,790	New	+$1.03M	0.48%	28
2019 Q3	–	Sell	-55,709	Closed	-$5.24M	–	36
2019 Q2	$5.24M	Buy	55,709 +1,671	+3%	+$156K	3.94%	9
2019 Q1	$5.05M	Sell	54,038 -22,390	-29%	-$2.08M	3.93%	9
2018 Q4	$6.93M	Buy	+76,428	New	+$7.23M	6.08%	7

Other funds holding LQDH

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

WAP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Mirsky Financial Management's LQDH Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.8% in Q4 2021, buying an estimated $233K and bringing the position to 137,307 shares worth $13.1M. The position accounts for 5.42% of the portfolio, ranked #6.

Mirsky Financial Management first reported a position in LQDH in Q4 2018 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold LQDH as of Q4 2021.

Mirsky Financial Management held 137,307 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $13.1M as of Q4 2021.
Mirsky Financial Management bought 2,424 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2021, an estimated $233K.
iShares Interest Rate Hedged Corporate Bond ETF made up 5.42% of Mirsky Financial Management's portfolio in Q4 2021, its #6 holding.
Mirsky Financial Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2018 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.