Riverpoint Wealth Management Holdings’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Riverpoint Wealth Management Holdings’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 Q2	–	Sell	-2,675	Closed	-$258K	–	83
2021 Q1	$258K	Sell	2,675 -10,327	-79%	-$986K	0.08%	76
2020 Q4	$1.24M	Buy	13,002 +1,348	+12%	+$126K	0.39%	37
2020 Q3	$1.06M	Buy	11,654 +2,744	+31%	+$251K	0.39%	36
2020 Q2	$801K	Buy	8,910 +589	+7%	+$51.5K	0.31%	37
2020 Q1	$691K	Buy	8,321 +106	+1%	+$9.65K	0.34%	36
2019 Q4	$790K	Buy	8,215 +558	+7%	+$52.6K	0.31%	35
2019 Q3	$712K	Buy	7,657 +376	+5%	+$35K	0.31%	34
2019 Q2	$685K	Buy	7,281 +3,586	+97%	+$335K	0.31%	33
2019 Q1	$345K	Buy	3,695 +663	+22%	+$61.6K	0.17%	44
2018 Q4	$275K	Buy	3,032 +457	+18%	+$43.2K	0.15%	52
2018 Q3	$249K	Buy	+2,575	New	+$249K	0.13%	58

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 $58.2B AUM 22.78% 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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

WAP

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

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

MFM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverpoint Wealth Management Holdings's LQDH Position: Q2 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2021, closing a stake of 2,675 shares — an estimated $258K sold.

Riverpoint Wealth Management Holdings first reported a position in LQDH in Q3 2018 and held it in 11 quarters. The position peaked at $1.24M in Q4 2020. 90 funds tracked by Wall St. Rank hold LQDH as of Q2 2021.

Riverpoint Wealth Management Holdings reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 2,675 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2021, an estimated $258K.
Riverpoint Wealth Management Holdings first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2018 and held it in 11 quarters.
Riverpoint Wealth Management Holdings's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.24M in Q4 2020.
90 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2021, filed 10 Aug 2021.