Next Financial Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Next Financial Group’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	$34K	Hold	357	–	–	﹤0.01%	1653
2021 Q3	$34K	Sell	357 -20	-5%	-$1.92K	﹤0.01%	1578
2021 Q2	$36K	Buy	+377	New	+$36.2K	﹤0.01%	1521
2019 Q1	–	Sell	-150	Closed	-$14K	–	1909
2018 Q4	$14K	Buy	+150	New	+$14.2K	﹤0.01%	1234

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 $253M AUM 11.51% 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

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Next Financial Group's LQDH Position: Q4 2021 in Review

Next Financial Group held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q4 2021 at 357 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Next Financial Group first reported a position in LQDH in Q4 2018 and has held it in 4 quarters since. The position peaked at $36K in Q2 2021. 103 funds tracked by Wall St. Rank hold LQDH as of Q4 2021.

Next Financial Group held 357 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $34K as of Q4 2021.
Next Financial Group left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q4 2021.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1653 holding.
Next Financial Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
Next Financial Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $36K in Q2 2021.
103 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.