RG
LQDH icon

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

Retirement 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
2024
Q1 		$10.7K Buy
114
+3
+3% +$281 ﹤0.01% 461
2023
Q4 		$10.4K Buy
111
+2
+2% +$185 ﹤0.01% 441
2023
Q3 		$10.1K Buy
109
+2
+2% +$186 ﹤0.01% 410
2023
Q2 		$9.91K Buy
107
+2
+2% +$183 ﹤0.01% 410
2023
Q1 		$10K Sell
105
-54
-34% -$4.95K ﹤0.01% 395
2022
Q4 		$14K Sell
159
-3
-2% -$271 0.01% 319
2022
Q3 		$14K Sell
162
-154
-49% -$14K 0.01% 221
2022
Q2 		$29K Sell
316
-5
-2% -$458 0.01% 263
2022
Q1 		$30K Sell
321
-259
-45% -$24.2K 0.01% 275
2021
Q4 		$56K Sell
580
-385
-40% -$36.9K 0.02% 217
2021
Q3 		$92K Buy
965
+1
+0.1% +$96 0.04% 170
2021
Q2 		$93K Hold
964
– – 0.04% 164
2021
Q1 		$93K Sell
964
-280
-23% -$26.7K 0.04% 194
2020
Q4 		$118K Sell
1,244
-24
-2% -$2.25K 0.05% 165
2020
Q3 		$116K Buy
1,268
+3
+0.2% +$274 0.07% 168
2020
Q2 		$114K Buy
+1,265
New +$111K 0.07% 152
2019
Q4 		$95K Buy
+983
New +$92.6K 0.06% 168

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Retirement Group's LQDH Position: Q1 2024 in Review

Retirement Group increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 2.7% in Q1 2024, buying an estimated $281 and bringing the position to 114 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Retirement Group first reported a position in LQDH in Q4 2019 and has held it in 17 quarters since. The position peaked at $118K in Q4 2020. 74 funds tracked by Wall St. Rank hold LQDH as of Q1 2024.

  • Retirement Group held 114 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $10.7K as of Q1 2024.
  • Retirement Group bought 3 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2024, an estimated $281.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #461 holding.
  • Retirement Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $118K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.