SHJ
LQDH icon

Sharkey, Howes & Javer’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-15,629
Closed -$1.45M – 148
2024
Q2 		$1.45M Hold
15,629
– – 0.23% 56
2024
Q1 		$1.47M Hold
15,629
– – 0.24% 55
2023
Q4 		$1.45M Buy
+15,629
New +$1.45M 0.26% 51

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DWM
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LWL
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AssetMark Inc
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RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return