SHJ
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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

Other funds holding LQDH

Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Sharkey, Howes & Javer's LQDH Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2024, closing a stake of 15,629 shares — an estimated $1.45M sold.

Sharkey, Howes & Javer first reported a position in LQDH in Q4 2023 and held it in 3 quarters. The position peaked at $1.47M in Q1 2024. 82 funds tracked by Wall St. Rank hold LQDH as of Q3 2024.

  • Sharkey, Howes & Javer reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 15,629 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2024, an estimated $1.45M.
  • Sharkey, Howes & Javer first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Sharkey, Howes & Javer's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.47M in Q1 2024.
  • 82 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.