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

Semmax 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
2022 Q2	–	Sell	-1,401	Closed	-$131K	–	291
2022 Q1	$131K	Buy	1,401 +563	+67%	+$52.6K	0.05%	108
2021 Q4	$80K	Buy	838 +499	+147%	+$47.9K	0.03%	117
2021 Q3	$32K	Buy	339 +257	+313%	+$24.6K	0.01%	147
2021 Q2	$8K	Hold	82	–	–	﹤0.01%	180
2021 Q1	$8K	Sell	82 -12,335	-99%	-$1.18M	﹤0.01%	192
2020 Q4	$1.19M	Sell	12,417 -9,570	-44%	-$895K	0.49%	67
2020 Q3	$2.01M	Buy	21,987 +2,498	+13%	+$228K	0.96%	44
2020 Q2	$1.75M	Buy	+19,489	New	+$1.7M	0.92%	42

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Semmax Financial Advisors's LQDH Position: Q2 2022 in Review

Semmax Financial Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2022, closing a stake of 1,401 shares — an estimated $131K sold.

Semmax Financial Advisors first reported a position in LQDH in Q2 2020 and held it in 8 quarters. The position peaked at $2.01M in Q3 2020. 123 funds tracked by Wall St. Rank hold LQDH as of Q2 2022.

Semmax Financial Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Semmax Financial Advisors sold 1,401 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2022, an estimated $131K.
Semmax Financial Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Semmax Financial Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.01M in Q3 2020.
123 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2022.

Based on Semmax Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.