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Pettinga Financial Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Pettinga Financial 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
2021
Q1 		– Sell
-2,779
Closed -$266K – 106
2020
Q4 		$266K Buy
+2,779
New +$260K 0.1% 74

Other funds holding LQDH

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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pettinga Financial Advisors's LQDH Position: Q1 2021 in Review

Pettinga Financial Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2021, closing a stake of 2,779 shares — an estimated $266K sold.

Pettinga Financial Advisors first reported a position in LQDH in Q4 2020 and held it in 1 quarter. The position peaked at $266K in Q4 2020. 78 funds tracked by Wall St. Rank hold LQDH as of Q1 2021.

  • Pettinga Financial Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Pettinga Financial Advisors sold 2,779 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2021, an estimated $266K.
  • Pettinga Financial Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Pettinga Financial Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $266K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2021.

Based on Pettinga Financial Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.