SWMP
LQDH icon

Signature Wealth Management Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Signature Wealth Management Partners’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
Q3 		– Sell
-6,216
Closed -$561K – 106
2022
Q2 		$561K Sell
6,216
-278
-4% -$25.5K 0.57% 51
2022
Q1 		$607K Buy
+6,494
New +$607K 0.52% 53

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Signature Wealth Management Partners's LQDH Position: Q3 2022 in Review

Signature Wealth Management Partners sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 6,216 shares — an estimated $561K sold.

Signature Wealth Management Partners first reported a position in LQDH in Q1 2022 and held it in 2 quarters. The position peaked at $607K in Q1 2022. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • Signature Wealth Management Partners reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Signature Wealth Management Partners sold 6,216 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $561K.
  • Signature Wealth Management Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Signature Wealth Management Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $607K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on Signature Wealth Management Partners's 13F filing for Q3 2022, filed 1 Nov 2022.